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A handoff is ready when the next person can act without reconstructing the conversation. This example hands over the Relio homepage message for review. Before you start: the task and related project should exist, and the teammate should be a member with access to the work. If needed, manage workspace members first.
1

Open the existing task

Find the task in Tasks or through the project’s linked work. Reuse it when the outcome is unchanged.A task such as Define the homepage message for CRE teams is ready for review when its draft headline, supporting paragraph, and three benefits are available. If the next action is an independent deliverable, create a separate task with its own completion criteria.
2

Make the next action explicit

Update the description with the draft location, the decision needed, and any unresolved questions. Keep completion criteria visible.For example:
Add the actual draft link and reviewer name before using this example.
3

Set the assignees and current status

Use Assignees to select the people doing the next part of the work. If several people remain assigned, state who acts next in the description.Choose the status that represents the current situation. Use your team’s review status when applicable, and keep the task open until its completion conditions are met. Confirm any due date with the next owner.
4

Leave a concise handoff comment

Open Comments and explain what changed, what remains, and who should act next. For example:
The first message draft is ready at the link in the description. Please review the audience and benefit claims. The CTA wording still needs a decision before we assemble the final brief.
Adapt this to the actual work. Link the relevant project so the teammate can find its activity and surrounding context.
5

Check the handoff from the receiver's perspective

Reopen the task and verify the assignees, description, status, comment, and linked project. Make sure the teammate can access the draft as well as the task. Use your normal team channel to confirm the handoff when needed.

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Check the result

The next person knows what to review, where the material lives, and what happens after their review. If they still need the kickoff transcript to understand the task, add a short explanation to its description. See Organize tasks for task controls, or Plan a project from a brief to structure the work before it changes hands.