Who can plan a Task?
- The Author
- The Assigner
- The Responsible Person
- Anyone with the ability to assign/edit the parent of the Task.
How do I defer a Task?
Open the Task you want to defer, then:
- Click the status indicator.
- Click in the resulting drop-down menu.
In the resulting window:
- (**Optional**) Enter a reason for deferring the Task.
- Enter the date upon which the team should be alerted that they should revisit this Task in the “Review Date” field. This saves you from having to remember to review the Task in the future.
- Click .