Help

Forward a Task

Modified: 6 Jun 2026 Viewpoint Field View Help

Issue a task to a package or organization by forwarding an existing one.

The process of forwarding a task sends a copy to the recipient so that you retain visibility to its status.
  1. Select the menu icon in the upper left corner, then choose Tasks.
  2. In the row for the task you want to work with, select and choose Forward Task.
    The Edit Task window appears.
  3. Modify the field values, as needed.
  4. When you are finished, select Save.
A copy of your task is forwarded to the organization.
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