Task Delegations

{Login Name} > Personal Settings > Task Delegations

Delegation Rules make Tasks owned by one person visible to someone else. You specify the conditions that determine which tasks are delegated, and the period of time for which the delegation rule is active.

To create or edit a Delegation Rule:

1. Go to {Login Name} > Personal Settings > Task Delegations
2. Select an existing rule or click [New Delegation Rule]
3. Fill in the settings.
4. Click [Save].

Settings

From User

The user who's tasks are to be delegated. If there are people who report to you, you can set up delegation rules for them, as well as for yourself. Otherwise, you can set up rules only for yourself.

To User

The user who is to be assigned the tasks. All tasks that meet the conditions specified in this rule appear in the that user's list of tasks.

Application

Role

From Date

To Date