Hook / trigger

Name the specific event that fires the transfer, and name the person who will see that event happen. Without both, work waits for someone to notice, and a handoff that nobody sees start never actually starts.

Name the specific event that fires the transfer, and name the person who will see that event happen. Without both, work waits for someone to notice, and a handoff that nobody sees start never actually starts.

Example

Before vacation you write: "Any email from the client lands in Jess's inbox, not mine, starting Friday 5pm. The forwarding rule is live and I sent one test message so she saw it arrive." Now the trigger is an event she can observe, not a guess.