Delegating tasks

You are able to delegate or reassign a task to another user or group. Only a user who is a member of the group to whom the task has been assigned, can delegate it.

Tip:   Completed or locked tasks cannot be delegated.

To delegate single or multiple tasks:

  1. View your task list.

  2. From your task list, select the tasks that you wish to delegate.

  3. Select .

To delegate a single task:

  • Details Summary blade: From the task list, select to open the Details Summary blade. Select More button then Delegate task.

  • Task Details page: From Details Summary blade, select Open task to open the task's Details page. Select More button then Delegate task.

If the task delegation is successful, a message displays from where you are able to select to View all tasks or View status of the task.

The person you have delegated the task to will receive an email to let them know that they have a task to complete. The email notification will contain a link to the task in Objective ECM. The task will also appear on their Tasks list in Objective ECM.

 

See also

Locking and unlocking tasks

Suspending and resuming tasks

Task status icons