Delegation of tasks
The delegation of tasks feature allows you to reassign your tasks to other users.
Contact your account manager to enable the delegation of tasks feature for your system.
What is it for?
- Distribute tasks between employees.
- Change the executor of a task.
- Increase the efficiency of operational processes.
How to allow delegation of tasks?
Activate the Allow delegation of tasks option under the Extra options tab when creating a task or task generation rule.
How to delegate a task?
Only New and In progress are eligible for delegation. To do that, simply click Delegate on the card of the task you would like to transfer to another user and select a user you would like to delegate the task to from the list.
When you delegate a task, you automatically become an observer of that task. If there's no need for that, you should clear a tick box at the bottom left corner of the menu.
Click Delegate to confirm the task transfer to the selected user.
Note that the user you delegated the task to can also delegate the task to other users.
Notes:
- There is no way to return a task back to you after you delegate it
- Only the current executor can delegate the task. Previous executors cannot delegate the task to another user if it has already been delegated by them.
- You can delegate checklist tasks.
- If the author attached photos or commented on the task, they will be transferred to the new user.
- If the author decides to change user assigned to the task, all previous executors will be removed from the task, even if it was delegated
- In Progress tasks will be transferred to the New status once they are delegated.