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  5. How to Delegate a Task

How to Delegate a Task

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

An owner can choose assignees while creating a task or afterwards.

A task can be assigned via Quick task add form. Go to To-Do List folder, click Add Task button and set up assignee. 

You can also select an assignee in a task form from a drop-down list.

You can also choose an assignee or reassign an already existing task.

If, for example, the assignee has a heavy workload or is going on vacation and is not able to finish a task on time, he/she can delegate this task to a colleague. You have to click the arrow button and choose a new assignee:

Next, the owner gets a notification on the assignee change, while a new assignee gets a notification on a new task. The previous assignee becomes a collaborator and stays informed.

All delegated tasks appear in the Assigned to a folder, use a filter by Assignee to quickly navigate through a task list:

Previous Task Roles: Owner, Assignee, Collaborator, Follower
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