Task Delegation
The delegation feature allows users to pass tasks to other users. A common scenario could be the following:
- A member of the Org Assurance team will create a task and assign it to a department head or manager.
- Malcolm creates a task and assigns it to Sam.
- On review, Sam decides that this is a task suitable for Ian to complete.
- 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.
If the task needs to be reassigned outside of the department, e.g. Pennine, then a new task must be created. This is where you can use the associated task feature to keep track of those which are linked.
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