Create a Delegation

Video: Getting Started with Work Center

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 or higher.

How to Start

1. Click Work Center.

   
   
   

2. In the left pane, click Delegations.

   
   
   

3. On the Delegations screen, click Create.

   
   
   

1. On the Create Delegation screen, in the From field, enter the user name to whom the task was first assigned.

   
   
   

2. In the To field, enter a participant to whom to temporarily reassign a task when the assigned participant is not available.

   
   
   

3. In the Description field, enter the description for the delegation.

   
   
   

4. In the Start Date field, select the date the delegation starts.

   
   
   

5. In the End Date field, select the date the delegation stops.

   
   
   

6. To make the delegation active, turn on the Active / Inactive field.

   
   
   

7. In the Week Days field, select the days the delegation takes effect.

   
   
   

8. Click Create.