How to delegate a task?

A task can be delegated by the person created a task (owner) or person assigned to implement a task (assignee).

Owner can choose assignees while creating a task or afterwards.

A task can be assigned via quick task add form. Go to “Assigned to” folder and choose assignee to the left of the field.

In full task form drop-down list of assignees is placed in role assignment field (Assignee, Follower, Creator) under information on CRM account.

You can also choose assignee after creating a task by moving task to “assigned” folder. Assignee gets notification on it.

If for example assignee has a heavy workload or is going to vacation and is not able to finish task on time, he can delegate his task to colleague. First, you have to push the arrow button:

After that owner gets notification on assignee change while new assignee gets notification on new task. Previous assignee becomes a follower and is kept informed.

All delegated tasks appear in “Assigned to” folder, use filter by assignee to quickly navigate through big task list:

Tips and tricks

Administrators of “Tasks” module may observe whole task list related to any employee. To observe task list choose user in side bar filter to see what tasks he is working on, what tasks are followed or delegated by him, etc.