Delegate tasks, issues, and approvals effectively

In this step, you will learn how to delegate tasks, issues, and approvals to another user for a specified time period. You will explore how to enable delegation through the system setup and use the My Tasks widget to assign tasks and issues collectively. Additionally, you will understand how to delegate approvals using the Awaiting My Approval widget, and learn about the limitations regarding document, proof, and timesheet approvals. Notifications and tracking of delegated tasks and approvals will also be covered to ensure clear communication and efficient workflow management.

Key takeaways

• Enabling Delegation: Delegation of tasks, issues, and approvals must first be enabled by the system or group administrator in Setup under Project Preferences.
• Delegating Tasks and Issues: Users can delegate all their tasks and issues together (not separately) to a single person for a specified time period via the “Delegate” button in the My Tasks widget. ​ Delegations can be set with or without an end date and can be manually stopped.
• Delegating Approvals: Approvals for projects, tasks, and issues can be delegated using the “Delegate Approval” button in the Awaiting My Approval widget. ​ However, approvals for documents, proofs, or timesheets cannot be delegated.
• Notifications: Email notifications for delegated tasks, issues, and approvals can be enabled by the administrator to inform both the delegator and the delegatee when delegations are assigned or stopped.
• Tracking Delegations: Delegated tasks and approvals are marked in the system, showing who delegated them and to whom. ​ Updates related to approvals appear in the Update tab, and system activity can be viewed in the System Activity tab.

This concludes the module on managing digital work approvals and delegations. You now have the skills to efficiently review, approve, and delegate tasks, issues, and approvals within your organization.