Review and manage handover details
Use the handover detail tabs to review overall progress, required items, delivery information, and inbound submissions for a workspace item.
This guide is designed for project manager.
Steps
Step 1: Open the handover detail view
From your workspace item, open the handover detail view to see the header with recipient, stage, revision, target date, and overall completion progress.
Step 2: Review overall handover completeness
In the Overview section, review the completeness summary and category breakdown to understand which parts of the handover are finished and which are still outstanding.
Step 3: Check and follow up on required items
Switch to the Required Items tab to see all handover requirements, identify outstanding items, and review any badges indicating missing or overdue information.
Step 4: Review delivery details and public handover page
Open the Delivery tab to review how the handover will be delivered, manage access to the public handover page, and confirm any delivery-related settings.
Step 5: Track inbound submissions
Use the Inbound Submissions tab to track responses and files received from recipients, confirming which submissions have been received and which are still pending.
Step 6: Adjust completion and resolve outstanding items
As required items and submissions are completed, watch the completion statistics and header progress bar update so you can confirm when the handover is ready to close.
Last updated: 2026-07-30