Delegations tab (Classic, Microsoft 365)

Lets you view and change the tasks that have delegations in the Classic Work Center view in SharePoint for Microsoft 365.

Figure: Delegations screen

Delegations screen

Prerequisites

How to Start

  1. In SharePoint for Microsoft 365, open AgilePoint Dashboard.

    AgilePoint Dashboard
  2. On the AgilePoint Dashboard screen, click Delegations.

    Click Delegations

Fields

Field NameDefinition

Status

Function:
Shows the status of the delegation.
Accepted Values:
Read only.
  • Running Running icon - Shows the delegations that are Running.
  • Created Created icon - Shows the delegations that are created.
  • Cancel Cancel icon - Shows the delegations that are Cancelled.
  • Suspended Suspended icon - Shows the delegations that are suspended.

Originally Assigned To

Opens this Screen:
Shows the name of the first user to whom the task was assigned.
Accepted Values:
Read only.

Delegated To

Function:
Shows the user name to whom to temporarily reassign a task when the assigned participant is not available.
Accepted Values:
Read only.

Start Date

Function:
Shows the date and time when the delegation starts.
Accepted Values:
Read only.

End Date

Function:
Shows the date and time when the delegation ends.
Accepted Values:
Read only.

Days

Function:
Shows whether the delegation applies to the full range or specified days.
Accepted Values:
Read only.
Filter Filter icon
Function:
Shows the items in the list based on the values you enter.
To Open this Field:
  1. Click Filter Filter icon.
  2. On the filter screen, select your operator.
  3. Enter the values to show in your list.
Accepted Values:
  • Is equal to
  • Is not equal to
  • Starts with
  • Contains
  • Does not contain
  • Ends with
Default Value:
Is equal to

Add Delegation

Opens this Screen:
Add Delegation screen
Function of this Screen:
Creates a delegation in the Classic Work Center view in SharePoint for Microsoft 365.

Edit Delegation

Opens this Screen:
Edit Delegation screen
Function of this Screen:
Changes a delegation in the Classic Work Center view in SharePoint for Microsoft 365.
To Open this Field:
  1. Select a delegation.

Resume Delegation

Opens this Screen:
Resume Delegations screen
Function of this Screen:
Resumes a suspended delegation in the Classic Work Center view in SharePoint for Microsoft 365.
To Open this Field:
  1. Select a delegation.

Delete Delegation

Opens this Screen:
Delete Delegation screen
Function of this Screen:
Deletes the selected delegation in the Classic Work Center view in SharePoint for Microsoft 365.
To Open this Field:
  1. Select a delegation.

Cancel Delegation

Opens this Screen:
Cancel Delegations screen
Function of this Screen:
Cancels the delegation in the Classic Work Center view in SharePoint for Microsoft 365.
To Open this Field:
  1. Select a delegation.
Refresh
Function:
Shows a new view of the screen content, with new changes.

Export CSV

Function:
Downloads the contents of a tab to your local machine as a .csv file.
Limitations:

This field is available in these releases: