pp108 : Delegating a Task

Delegating a Task

This topic describes the procedure to delegate a task to another user.


Tasks can be delegated to other users for several reasons. As a user you may have claimed too many tasks and you feel that you cannot meet the timelines, or you may be assigned an important task which cannot be avoided, or you feel that the task is simple enough that another user can complete it and so on. In such cases, you can delegate the task.

Remember

  • The ownership of the task remains with the user who delegated the task.
  • A delegated task can be delegated to only one user at a time, so once a task is delegated the DELEGATE action will be disabled.
  • Before delegating a task, the user to whom the task is to be delegated must have the necessary permissions to work on it.
  • Performing a REVOKECLAIM action on a delegated task revokes the delegation first (also enables the DELEGATE action). The REVOKECLAIM of task ownership will happen only when the action is performed again (which means the REVOKECLAIM action should be performed twice to revoke the claim on a delegated task).
  • Similarly the REVOKECLAIM action will be enabled for the delegatee implying that he can revoke upon the delegation (not that he has manager permissions). The delegatee cannot REVOKECLAIM on the delegated task except when is a Manager/Admin.
  1. On CUSP > My Applications App Palette, click (My Inbox). The My Inbox window appears, displaying the personal tasks, by default.
  2. Right-click the required task from the worklist and click Delegate. Alternatively, you can select Delegate from the More Operations drop down list on the Task Toolbar. A Delegate Tasks dialog box is displayed.
  3. Click next to the User Name text box, select the user from the Select User dialog box that appears and click OK. The name of the selected user is displayed in the User Name text box.
  4. Click Send.
    The task is delegated to the selected user and will appear in the personal tasks list of the user's Inbox.
    Note: In case the task is In-Progress state, the delegated user can continue the task from where it was left.

Related tasks

Searching Tasks in the Inbox
Attaching a Memo to a Task
Attaching Files to a Task
Forwarding Tasks
Forwarding Notifications
Delegating an Out of Office User's Tasks
Setting Reminders on a Task
Tagging a Task
Modifying the System Attributes of a Task

Related information

Working with Tasks in the Work List
Working with Inbox