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 (Select columns Show/Hide columns).

Automatic completion

In some cases, human tasks are automatically set to the Completed status without being edited by a user.

Example

A human task was assigned to three users. Only one of them had to complete the task. The first user delegated the task to the second user. The second user completed the task. The third user then delegated the task to the user who already completed the task. The delegated task of the third user is then automatically set to the Completed status without being edited by a user.

Prerequisites

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, and click Find. If hits exist for the current search, the results are displayed.

  5. To select a user, click the relevant element.

  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 Show details Details in the symbol bar. Click Delegation history 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 is displayed as soon as a task has been delegated once.