Delegation¶
Delegation allows another user to act on work that you cannot handle yourself. Use it when you are unavailable, when you need help with specific tasks, or when you want planned cover during an absence.
Two Ways to Delegate Work¶
Delegating a Task¶
Use task delegation when you want to forward one specific task to another user.
Best for: urgent handover of a single item or a small number of tasks.
Delegating for a Time Period¶
Use time-based delegation when you need someone to cover your incoming work during a defined date range.
Best for: leave, travel, meetings, or any planned absence.
Before You Delegate¶
- Make sure the colleague you choose has the right context and permissions to continue the work.
- Add notes when needed so the receiving user understands what to do next.
- Review the delegation period carefully so work is covered for the right dates.