Delegate tasks, issues, and approvals
The video explains how to delegate tasks, issues, and approvals. 鈥 To enable delegation, the system or group administrator must activate the feature in Setup under Project Preferences. 鈥 Once enabled, users can delegate all their tasks and issues to another person for a specified time period using the 鈥淒elegate鈥 button in the My Tasks widget. 鈥 Delegation applies to both tasks and issues together, and they must be assigned to the same person. 鈥 Delegations can be set with or without an end date, and users can manually stop delegations at any time. 鈥
For approvals, users can delegate them via the 鈥淎waiting My Approval鈥 widget. 鈥 Delegation applies to existing approvals and new ones during the specified time period, but only for projects, tasks, and issues鈥攏ot for documents, proofs, or timesheets. 鈥 Notifications for delegated tasks, issues, and approvals can be enabled by the administrator to inform both the delegator and the delegatee. 鈥
Delegated approvals are marked in the system, showing who delegated them and to whom. 鈥 Updates related to approvals appear in the Update tab, and system activity can be viewed in the System Activity tab. 鈥
Key takeaways
- Enabling Delegation: Delegation of tasks, issues, and approvals must first be enabled by the system or group administrator in Setup under Project Preferences.
- Delegating Tasks and Issues: Users can delegate all their tasks and issues together (not separately) to a single person for a specified time period via the 鈥淒elegate鈥 button in the My Tasks widget. 鈥 Delegations can be set with or without an end date and can be manually stopped.
- Delegating Approvals: Approvals for projects, tasks, and issues can be delegated using the 鈥淒elegate Approval鈥 button in the Awaiting My Approval widget. 鈥 However, approvals for documents, proofs, or timesheets cannot be delegated.
- Notifications: Email notifications for delegated tasks, issues, and approvals can be enabled by the administrator to inform both the delegator and the delegatee when delegations are assigned or stopped.
- Tracking Delegations: Delegated tasks and approvals are marked in the system, showing who delegated them and to whom. 鈥 Updates related to approvals appear in the Update tab, and system activity can be viewed in the System Activity tab.