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Delegate tasks

You can delegate a task, that is, pass it on permanently to another executor. To find out if another user is already editing a task, display the Current editor column in your list (Show/Hide columns Show/Hide columns).

Prerequisites

  • A task must have been selected in the list.

  • The task must have been assigned to a user group.

  • The status of this task is New or In process.

Procedure. Procedure

  1. Click Application launcher Application launcher > Quick access > My tasks My tasks.

  2. Move the mouse pointer over the relevant task in the task list. The buttons of the available functions are displayed.

  3. Click More More > Delegate. The Delegate task dialog opens.

  4. Enter the first characters of the group, user name, first name, or last name. If hits exist for the current search, the results are displayed.

  5. To select a user, click the relevant user. The selected element is displayed under Selected user.

  6. Optionally, enter a comment, such as a reason or notes for the new executor.

  7. Click Delegate.

The task is passed on to the selected executor. In the list belonging to the user who has delegated the task, it is displayed with the status Delegated.

To display detailed information of a task, select a task in the list, then click Information Details in the symbol bar. Click Delegation history Delegation history in the Details panel, to see which people the task has been passed on to in the past. Initially, the latest entry is displayed at the top. Delegation history Delegation history is displayed as soon as a task has been delegated once.