Send and recall

Send

When your task is ready to send to a partner, send the task using the Send section of the Task details page.

Send task

Optionally, provide a Message, select the confirmation box, and use Send to send the task.

When you send the task, a task will be created in the partner's account for them to respond to you.

Recall

You can recall a task that has been sent, even if the partner has started working on it. In the Send section of the Task details page, select the Recall task button. This will show a form to confirm the recall.

Recall task

Provide a Message if required, select the confirmation box, and use Recall to recall the task.

To send the task to someone else, go to the People section, change the Assignment and then send again.

When you recall the task, the task in the partner's account will be cancelled. If you send the task to them again, a new task will be created in their account.