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 Select columns).

Prerequisites

Procedure

  1. Move the mouse pointer over the relevant task in the task list. The buttons of the available functions are displayed.
  2. Click More More > Delegate tasks Delegate. The Delegate task dialog opens.
  3. 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.
  4. To select a group or user, select the relevant element. If you select a group, you also need to select a user.
  5. Optionally, enter a comment, such as a reason or notes for the new executor.
  6. 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.

Click a task in the task list to display detailed information. 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.