Create a Delegation (Modern Work Center)
To create a delegation in Modern Work Center, do the procedure in this topic.
Background and Setup
Video: Getting Started with Work Center
Prerequisites
- On the Work Center > Common Settings tab , set Default Work Center Version to Modern.
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.
How to Start
- Click Work Center.
- In the left pane, click Delegations.
- On the Delegations screen, click Create.
Procedure
- On the Create Delegation screen, in the From field, enter the user name to whom the task was first assigned.
- In the To field, enter a participant to whom to temporarily reassign a task when the assigned participant is not available.
- In the Description field, enter the description for the delegation.
- In the Start Date field, select the date the delegation starts.
- In the End Date field, select the date the delegation stops.
- To make the delegation active, turn on the Active / Inactive field.
- In the Week Days field, select the days the delegation takes effect.
- Click Create.