> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getkato.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Hand work off to a teammate

> Give the next person a clear outcome, source context, and an explicit next step.

export const DocImage = ({src, alt, caption, kind = "workspace", thumbnail = false, natural = false}) => {
  const paths = {
    objects: "m12 3 9 4.5v9L12 21l-9-4.5v-9L12 3Z M3 7.5l9 4.5 9-4.5 M12 12v9",
    attributes: "M4 5h16 M4 12h16 M4 19h16 M8 3v4 M16 10v4 M10 17v4",
    records: "M5 3h14v18H5z M8 7h8 M8 11h8 M8 15h5",
    relationships: "M8 8H4v8h4 M16 8h4v8h-4 M8 12h8 M10 10l-2 2 2 2 M14 10l2 2-2 2",
    views: "M3 4h18v16H3z M3 9h18 M9 9v11 M15 9v11",
    importing: "M12 3v12 M8 11l4 4 4-4 M4 16v5h16v-5",
    workspace: "M4 4h16v16H4z M4 9h16 M9 9v11",
    navigation: "m5 5 14 5-6 3-3 6-5-14Z",
    team: "M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2 M16 4a4 4 0 0 1 0 8 M22 21v-2a4 4 0 0 0-3-3.87 M13 7a4 4 0 1 1-8 0 4 4 0 0 1 8 0Z",
    tasks: "M9 6h11 M9 12h11 M9 18h11 M3 6l1 1 2-2 M3 12l1 1 2-2 M3 18l1 1 2-2",
    meetings: "M4 5h16v15H4z M4 10h16 M8 3v4 M16 3v4 M8 14h3 M8 17h6",
    ai: "m12 3 2.5 6.5L21 12l-6.5 2.5L12 21l-2.5-6.5L3 12l6.5-2.5L12 3Z",
    automation: "M9 3h6v6H9z M3 16h6v5H3z M15 16h6v5h-6z M12 9v4 M6 16v-3h12v3"
  };
  return <figure className={["kato-visual", thumbnail ? "kato-visual--thumbnail" : ""].filter(Boolean).join(" ")}>
    {src ? <div className={["kato-visual-frame", natural ? "kato-visual-frame--natural" : ""].filter(Boolean).join(" ")}>
        {thumbnail ? <img src={src} alt={alt || ""} loading="lazy" decoding="async" /> : <a className="kato-visual-fullsize" href={src} target="_blank" rel="noreferrer" aria-label={`Open full-size image: ${alt || caption || "Kato guide"}`}>
            <img src={src} alt={alt || ""} loading="lazy" decoding="async" />
          </a>}
      </div> : <div className="kato-visual-frame kato-placeholder" role={thumbnail ? undefined : "img"} aria-label={thumbnail ? undefined : `Image placeholder: ${alt || caption || "Kato workspace"}`} aria-hidden={thumbnail ? "true" : undefined}>
        <span className="kato-orbit kato-orbit--outer" />
        <span className="kato-orbit kato-orbit--inner" />
        <span className="kato-visual-icon"><svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.4" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><path d={paths[kind] || paths.workspace} /></svg></span>
        {!thumbnail && <span className="kato-placeholder-label">Image placeholder</span>}
      </div>}
    {caption && !thumbnail && <figcaption>{caption}{src && <span className="kato-visual-hint">Select the image to view it full size.</span>}</figcaption>}
  </figure>;
};

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](/documentation/manage-members-and-permissions) first.

<Steps>
  <Step title="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.

    <DocImage natural src="/images/navigation/ask-kato-task-detail.png" alt="Relio homepage messaging task showing details and acceptance criteria" caption="Start from the saved task and check what completion means before changing its owner or status." />
  </Step>

  <Step title="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:

    ```text theme={null}
    Next action: review the headline, supporting paragraph, and three benefits.
    Check that the audience is clear and every benefit matches a documented
    product capability. Leave proposed edits in the draft.

    Ready for the next step when the reviewer has resolved the copy questions.
    The project lead will then assemble the revised homepage brief.
    ```

    Add the actual draft link and reviewer name before using this example.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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](/documentation/organize-tasks) for task controls, or
[Plan a project from a brief](/recipes/project-from-brief) to structure the
work before it changes hands.


## Related topics

- [Plan a project from a brief](/recipes/project-from-brief.md)
- [Write a weekly project update](/recipes/weekly-project-update.md)
- [Work with records](/documentation/data/records.md)
- [Manage members and permissions](/documentation/manage-members-and-permissions.md)
- [Create your workspace](/documentation/create-your-workspace.md)
