Separate ownership from tasks
A case owner coordinates the full request. On a case Overview, use the Owner picker and Change owner action. Fulfillment tasks have their own teammate picker, so task ownership can differ from case ownership.
- 1. Open Inbox, select a case, and stay on Overview.
- 2. In Owner, search by teammate name, email, or role and select the matching person, or choose Assign to me.
- 3. Open Fulfillment and use the task assignee picker to search for a teammate or choose Assign to me.
- 4. If assignment fails, confirm the person is an active member of the current workspace.
Make handoffs visible
Handoffs should be recorded so the team can reconstruct who did what and why. Notes, task status, and audit events are part of that operating record.
- Record why ownership changed.
- Keep task due dates and descriptions specific.
- Close or reassign tasks when a collaborator leaves the workflow.
Example: hand a case to a covering teammate
A useful handoff says what is complete, what is outstanding, and what needs a decision. For example: “Identity review is complete. The support-system search is waiting on its task owner. Please review that result before preparing the response.”
- Change the case owner when responsibility for coordinating the whole request changes.
- Review task assignments separately; a new case owner does not explain who is doing each collection task.
- Include the relevant due date and any unresolved question in an internal note.
- Confirm the receiving teammate has the access and context needed to continue.
Need more help?
Product support is available at support@privacyrequests.co. Requesters should contact the company handling the request first because that company controls the case record and response decisions.