Common Components Help

AEF Help

Delegating a Task to Someone Else

If you are assigned a task and the route owner has indicated that you can delegate the task (Allow Delegation is set to Yes), you can make someone else the assignee for the task. You can delegate the task to any user in your company.

When you delegate a task to someone, that person becomes the new task assignee and is now the only person who can complete the task. The assignee inherits all the accesses that you have for the route and its content and receives notifications sent by the system regarding the task. However, these access are only temporary and are removed when the route is completed. The original assignee's access to the route and content remains and the list of members for the route continues to list the original assignee and not the delegate.

If you delegate a task for which you have created sub-routes, you remain the owner of the sub-routes. The new task assignee cannot complete the task until your sub-routes are complete.

Only the original task assignee can delegate the task. The delegate can not delegate the task again.

To delegate an active task to someone else

1. From the global toolbar, click My Desk>My Tasks.
2. From the Tasks page, click the Name of the task you want to delegate.

The Properties/Content page for the task opens.

3. Click for the Assignee field. This is available only if Allow Delegation is set to Yes.

The Find Person page opens.

1. Enter search criteria for the person.

Last Name, First Name--To search by a person's name, enter the person's first/last name. To enter part of a person's first/last name, use the wildcard * to represent any number of characters. For example, to search for "Joseph Huenoth", you could enter "Hue*" for the Last Name. The search is case sensitive so use the correct capitalization. If you don't want to search by name, leave the * in the box.

Role--To search for people assigned to a particular role, choose the role or choose All Roles.

Group--To search for people assigned to a particular group, choose the group or choose All Groups.

2. Click Find.
3. From the Select Person page, choose the person you want to delegate the task to.
4. Click Done.

To delegate a pending task to someone else

1. If the task has been assigned to you but is not yet active, click My Desk>Routes>My Routes from the global toolbar, then click the Name of the Route. From the category list for the route, click Tasks.
2. From the Tasks page, click the Name of the pending task you want to delegate.

The Properties page for the task opens.

3. From the Properties page for the task, click Edit Details.
4. From the Edit Task Details page, click for the Assignee field. The Find Person page opens.
1. Enter search criteria for the person.

Last Name, First Name--To search by a person's name, enter the person's first/last name. To enter part of a person's first/last name, use the wildcard * to represent any number of characters. For example, to search for "Joseph Huenoth", you could enter "Hue*" for the Last Name. The search is case sensitive so use the correct capitalization. If you don't want to search by name, leave the * in the box.

Role--To search for people assigned to a particular role, choose the role or choose All Roles.

Group--To search for people assigned to a particular group, choose the group or choose All Groups.

2. Click Search.
3. From the Select Person page, choose the person you want to delegate the task to.
4. Click Done.