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

The application in which the user's Tasks are delegated.

Use this setting to fully or partially disengage a user from an application, by delegating all tasks they own in that application.

(If there is a rule for each of the roles they can assume, they are fully disengaged from the application. If they can assume multiple roles, and only some are delegated, they are partially disengaged.)

Role

__TBD__

Use this setting to transition a user out of a role, by delegating tasks visible to that role.

For example, a manager/agent could transfer agent tasks, while retaining manager tasks.

Alternatively, manager tasks and agent tasks could be delegated to different people.

From Date

The date at which tasks owned by the 'From User' are visible in the 'To User's task list.

__TBD: Inclusive?__

To Date

The date at which tasks owned by the 'From User' are no longer visible in the 'To User's task list.

__TBD: Inclusive?__