Delegations Detail Screen

Creates or modifies a delegation. Delegation is the temporary reassignment of tasks to another user — usually a peer or subordinate. Delegation can be used, for example, to temporarily reassign a task when a user is out of the office.



How to Start

  1. Tap the Sidebar Menu ().
  2. On the sidebar menu, tap Delegations ().
  3. Do one of these:
    • To create a new delegation, tap Create Delegation ().
    • To modify an existing delegation, tap the delegation in the list.

Fields

Field Name Definition

Delegate To

Function:
Specifies a participant to whom to temporarily reassign a task when the assigned participant is unavailable — for example, if the participant is out of the office.
Accepted Values:
A valid participant name.
Default Value:
None

From

Function:
Specifies the date the delegation starts.
Accepted Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None
Example:
11 30, 2013

To

Function:
Specifies the date the delegation ends.
Accepted Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None
Example:
11 30, 2013

Activate Delegation

Function:
Specifies whether a delegation is active.
Accepted Values:
  • Selected - The delegation is active.
  • Deselected - The delegation is not active.
Default Value:
Deselected

Coverage

Function:
Specifies whether the delegation applies to the specified days.
Accepted Values:
  • Deselected - Disables the delegation for the specified days.
  • Selected - Enables the delegation for the specified days.
Default Value:
Deselected