A leaver's open work is handed to a colleague
Who is involved
| Role | What they do |
|---|---|
| HR manager | Asks the Copilot to find the leaver's open activities and move them. |
| Colleague | Receives the work and carries on. |
Step by step
- HR manager
Asks the Copilot to list the leaver's planned and overdue activities.
What they see:The Copilot answers with the open items and their due dates.
- HR manager
Asks the Copilot to move them to a named colleague and confirms the change.
What they see:The Copilot reports how many changed and how many were skipped because they were already finished.
- Colleague
Opens My tasks.
What they see:Sees the handed-over items with their original due dates.
- Colleague
Snoozes or completes them, using each activity's discussion thread to record why anything slipped.
What they see:Each item shows the colleague's updates in its thread.
Who is told what
No alert is sent on hand-over; the colleague finds the items in My tasks.
Related
- Activities Workspace
- HR Management
- AI Copilot
- A manager asks the Copilot for a team follow-up plan
- A manager assigns a task and the colleague finishes it
- A termination raises a final pay review for payroll
- Calls, meetings and to-dos on a lead appear in the shared agenda
- Chat and poll results are kept on the meeting's calendar entry
- Team workflows