Delegating a Task¶

When you delegate someone for specific task(s), the assigned person becomes responsible only for the related task(s).

By the User¶

If you have something urgent and you know you can’t make time for the tasks that are assigned to you, open the related task window and click on the “Forward” button i n the navigation bar as shown below:

Recently Used
You can see the last ones selected in there.

Organization
Enables users to have access to the organization database.
When clicking on the organization text box, a pop up window appears. If the user clicks on “+“, department names will be listed as shown in the organization database. If clicked on “+“ next to any department name listed, corresponding user’s name and position will appear.

Search Results
If you cannot find the user or users you need, you can type their name to search for it, or you can just click on the search results button to look for it.
After this, when you click “OK” button, the person you selected will be assigned to the task.

Learn how to forward a task by watching this video: