Tasks: create, reassign, delegate, reschedule and complete

Tasks are the unit of human work in the Agency App. Most are created by workflows — a review stage, a returned package, an evidence gap, a changed input — and some you create yourself. Every task has an owner (a person, or a role queue), an optional delegate, a due date, a state (open / done) and a full history.

Task kinds

Create a personal task

1. 1

   Open My Work › Tasks

   /pdcc/my-work?tab=tasks.

2. 2

   Choose New personal task

   The New personal task panel opens.

3. 3

   Fill in Title, Due date and Acquisition

   Title is required (max 200 characters). Due date and the linked acquisition are optional.

4. 4

   Create task

   The task is owned by you, belongs to Core and records a *created* history event.

Ownership and schedule

Select a task to open Task detail. The Ownership and schedule section holds the four management actions. Each asks for a reason, which is written to the task history.

Reassign

1. 1

   Choose Reassign to

   Pick a colleague from the list of assignable people.

2. 2

   Enter a reason and click Reassign

   The owner changes; history records from, to, who and why.

Delegate

1. 1

   Choose Delegate review to

   Pick a colleague.

2. 2

   Set Until

   The delegation end date-time — must be in the future.

3. 3

   Enter a reason and click Delegate

   The owner keeps the task; the delegate can act on it until the end date.

Change due date

1. 1

   Pick a new Due date

   Must be in the future, or clear it.

2. 2

   Enter a reason and click Change due date

   History records the old and new date.

Complete

1. 1

   Write an Outcome note

   Required, up to 2,000 characters — what was done and with what evidence.

2. 2

   Click Complete task

   The task closes and moves to Done.

Rules the app enforces

Reassignment at team level

Supervisors rebalance work from Team & Portfolio › Team Workload. There, a reassignment is proposed, reviewed and confirmed; capacity suggestions inform the human decision but never commit it. Existing tasks stay with their owner unless explicitly transferred, and if the notification of a confirmed reassignment fails, the assignment stays committed and only the notification is retried.