Delegating work

You hand a piece of work to a colleague and need to know three things afterwards: whether they have seen it, whether it is on track, and when it comes back. Delegating gives each task a request, a return date and a clear owner of the next move, so nothing you passed on sits unwatched. The task stays on your board and stays yours; the other person works on it from their own board and hands it back for you to review.

Delegating a task sends it to a person with a written request and a date for its return. Receiving shows each person the work delegated to them, from every board, in one place. Working on a delegation means the person can report progress, tick off steps, log time and ask questions while you watch. Handing back and reviewing close the loop: they return the work with a report, and you accept it or send it back with what is missing. A Delegation page lists everything you sent and received across all your boards, with a calendar lane for each, and offers a nudge for chasing a late one. Board Chat and Claude can set up a delegation from a sentence.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.