Who can a task be delegated to?

Task Delegation

The delegation feature allows users to pass tasks to other users. A common scenario could be the following:

1. A member of the Org Assurance team will create a task and assign it to a department head or manager.
   1. Malcolm creates a task and assigns it to Sam.
2. On review, Sam decides that this is a task suitable for Ian to complete.
   1. Sam delegates the task to Ian.

Who can a task be delegated to?

There are limitations to who the task can be delegated to.

The delegate (or target user) must be either:

• In the same department as the currently assigned user

Or

• In a department that is subordinate to the currently assigned user.

Cross-Department Task Delegation

Summary
We’ve made task assignment more flexible! From May 2025, using Cross-Department Delegation, you can now delegate tasks to users outside of your department, making collaboration smoother across the entire organization.

What’s New

• Tasks can be assigned to any user, regardless of their department.

• Improved visibility of task ownership, with clear indicators of the assignee’s department.

• Notifications ensure that cross-department assignments are never missed.

How It Works

1. When reassinging a task, you can now see all users across the organisation. Just select the desired person.

2. To ensure the task doesn't get stuck inbetween, you can now choose that users department to assign the task against.

3. If a user doesn't have a department, the system will help protect against making orphan data and prompt against the action.

Why It’s Useful

• Promotes better collaboration across teams.

• Reduces bottlenecks by making it easier to assign work where it’s needed.

• Enhances accountability with clear tracking of cross-department tasks.