Difference between revisions of "Task Delegations"
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:: (If there is a rule for each of the roles they can assume, they are fully disengaged from the application. If they can assume multiple roles, and only some are delegated, they are partially disengaged.) | :: (If there is a rule for each of the roles they can assume, they are fully disengaged from the application. If they can assume multiple roles, and only some are delegated, they are partially disengaged.) | ||
:;Role: | :;Role: The [[Role]] | ||
:: Use this setting to transition a user out of a role, by delegating tasks visible to that role. | :: Use this setting to transition a user out of a role, by delegating tasks visible to that role. | ||
:: For example, a manager/agent could transfer agent tasks, while retaining manager tasks. | :: For example, a manager/agent could transfer agent tasks, while retaining manager tasks. | ||
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:;From Date: The date at which tasks owned by the From User are visible in the To User's task list. | :;From Date: The date at which tasks owned by the From User are visible in the To User's task list. | ||
::{{TBD| | ::The delegation rule applies at midnight, at the start of that day. {{TBD|Yes?}} | ||
:;To Date: The date at which tasks owned by the From User are no longer visible in the To User's task list. | :;To Date: The date at which tasks owned by the From User are no longer visible in the To User's task list. | ||
::{{TBD| | ::The delegation rule stops at midnight, at the start of that day. {{TBD|Yes?}} | ||
Revision as of 23:31, 17 June 2014
{Login Name} > Personal Settings > Task Delegations
Delegation Rules make Tasks owned by one person visible to someone else. You specify the conditions that determine which tasks are delegated, and the period of time for which the delegation rule is active.
How it Works Delegated tasks are visible to the assignee along with tasks they own. When viewing "My Tasks", for example, you see all tasks that were specifically assigned to you, as before, but you all see all tasks owned by others that are delegated to you.
To create or edit a Delegation Rule:
- Go to {Login Name} > Personal Settings > Task Delegations
- Select an existing rule or click [New Delegation Rule]
- Fill in the settings.
- Click [Save].
- Settings
-
- From User
- The user who's tasks are to be delegated. If there are people who report to you, you can set up delegation rules for them, as well as for yourself. Otherwise, you can set up rules only for yourself.
- To User
- The user who is to be assigned the tasks. All tasks that meet the conditions specified in this rule appear in the that user's list of tasks.
- Application
- The application in which the user's Tasks are delegated.
- Use this setting to fully or partially disengage a user from an application, by delegating all tasks they own in that application.
- (If there is a rule for each of the roles they can assume, they are fully disengaged from the application. If they can assume multiple roles, and only some are delegated, they are partially disengaged.)
- Role
- The Role
- Use this setting to transition a user out of a role, by delegating tasks visible to that role.
- For example, a manager/agent could transfer agent tasks, while retaining manager tasks.
- Alternatively, manager tasks and agent tasks could be delegated to different people.
- From Date
- The date at which tasks owned by the From User are visible in the To User's task list.
- The delegation rule applies at midnight, at the start of that day. __TBD: Yes?__
- To Date
- The date at which tasks owned by the From User are no longer visible in the To User's task list.
- The delegation rule stops at midnight, at the start of that day. __TBD: Yes?__