- Work
- Write regular reports
- Frequency
- Weekly
- File location
- Empty
- Assignee
- Empty
- Handover status
- Empty
- Check
- Unchecked
Work & projects · Handover
Work handover
For handing over your duties and work in progress without gaps when the owner changes
Only you can see the new document. Checks and statuses start empty, and share links, polls and surveys open when you publish them yourself.
Work handover
- Handover task
- Not set
- Outgoing owner
- Not set
- Incoming owner
- Not set
- Effective date
- Not set
- Progress
- Not set
List the tasks to hand over in the table with their frequency and file location.
Handover overview
Describe the purpose of your work and who you work with in three lines.
•
Purpose of this work
•
People you mainly work with
•
Most frequent tasks
Handover items
Note the frequency and file location for each task; after you explain it, the incoming owner confirms.
| Work | FrequencyLabels | File location | AssigneeAssignee | Handover statusStatus | CheckCheckbox |
|---|---|---|---|---|---|
| Write regular reports | Weekly | Empty | Empty | Empty | Unchecked |
| Receive and answer requests | Daily | Empty | Empty | Empty | Unchecked |
| Check monthly settlement | Monthly | Empty | Empty | Empty | Unchecked |
| Handle external inquiries | As needed | Empty | Empty | Empty | Unchecked |
- Work
- Receive and answer requests
- Frequency
- Daily
- File location
- Empty
- Assignee
- Empty
- Handover status
- Empty
- Check
- Unchecked
- Work
- Check monthly settlement
- Frequency
- Monthly
- File location
- Empty
- Assignee
- Empty
- Handover status
- Empty
- Check
- Unchecked
- Work
- Handle external inquiries
- Frequency
- As needed
- File location
- Empty
- Assignee
- Empty
- Handover status
- Empty
- Check
- Unchecked
Open items
For unfinished work, note the current status and the next action.
Open items
| Item | Priority | Progress | Due date | People involved | Current status |
|---|---|---|---|---|---|
| Task with a near deadline | Not set | Not set | Not set | Not set | Not set |
| Request awaiting reply | Not set | Not set | Not set | Not set | Not set |
| Pending decision | Not set | Not set | Not set | Not set | Not set |
- Priority
- Not set
- Progress
- Not set
- Due date
- Not set
- People involved
- Not set
- Current status
- Not set
- Priority
- Not set
- Progress
- Not set
- Due date
- Not set
- People involved
- Not set
- Current status
- Not set
- Priority
- Not set
- Progress
- Not set
- Due date
- Not set
- People involved
- Not set
- Current status
- Not set
Accounts & access
Handle access as transfer, new request, or removal, and track it here.
Do not write passwords in the document; pass them on separately per your organization's policy.
| Item | CategoryLabels | ActionLabels | HandlingCheckbox | AssigneeAssignee |
|---|---|---|---|---|
| Shared document space | Document | Transfer access | Unchecked | Empty |
| Work tool admin | Supplies | Request new | Unchecked | Empty |
| External service account | External | Cancel | Unchecked | Empty |
- Item
- Shared document space
- Category
- Document
- Action
- Transfer access
- Handling
- Unchecked
- Assignee
- Empty
- Item
- Work tool admin
- Category
- Supplies
- Action
- Request new
- Handling
- Unchecked
- Assignee
- Empty
- Item
- External service account
- Category
- External
- Action
- Cancel
- Handling
- Unchecked
- Assignee
- Empty
Stakeholders and roles
Write roles instead of names, and check them off once introductions are done.
| Role | CategoryLabels | AssigneeAssignee | IntroducedCheckbox |
|---|---|---|---|
| Decision maker | Internal | Empty | Unchecked |
| Partner team contact | Internal | Empty | Unchecked |
| External partner contact | External | Empty | Unchecked |
- Role
- Decision maker
- Category
- Internal
- Assignee
- Empty
- Introduced
- Unchecked
- Role
- Partner team contact
- Category
- Internal
- Assignee
- Empty
- Introduced
- Unchecked
- Role
- External partner contact
- Category
- External
- Assignee
- Empty
- Introduced
- Unchecked
☐
All handover items are explained and confirmed.
☐
Each open item has a next action.
☐
Access handling is done.
☐
Stakeholders are informed of the owner change.