Delegations Detail screen

Creates or modifies a delegation. Delegation is the temporary reassignment of tasks to another user — usually a peer or subordinate. Delegation can be used, for example, to temporarily reassign a task when a user is out of the office.

Figure: Delegations Detail screen

Delegations Detail screen

How to Start

  1. Tap the Sidebar Menu (Sidebar Menu icon).
  2. On the sidebar menu, tap Delegations (Delegations icon).
  3. Do one of these:
    • To create a new delegation, tap Create Delegation (Create Delegation icon).
    • To modify an existing delegation, tap the delegation in the list.

Fields

Field NameDefinition

Delegate To
Function:
Specifies a participant to whom to temporarily reassign a task when the assigned participant is unavailable — for example, if the participant is out of the office.
Accepted Values:
A valid participant name.
Default Value:
None

From
Function:
Specifies the date the delegation starts.
Accepted Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None
Example:
11 30, 2013

To
Function:
Specifies the date the delegation ends.
Accepted Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None
Example:
11 30, 2013

Activate Delegation
Function:
Specifies whether a delegation is active.
Accepted Values:
  • Selected - The delegation is active.
  • Deselected - The delegation is not active.
Default Value:
Deselected

Coverage
Function:
Specifies whether the delegation applies to the specified days.
Accepted Values:
  • Deselected - Disables the delegation for the specified days.
  • Selected - Enables the delegation for the specified days.
Default Value:
Deselected