Delegating tasks

Assignment delegation is a mechanism that allows you to temporarily or permanently reassign the execution of newly created tasks (according to a specific template) from one employee (the original performer) to another (delegate).

When setting up delegation, the system creates a service task of the "Delegation" type, which connects the original task and the delegate task. The following rules apply to this bundle:

• The original performer retains full rights to the tasks: he continues to see them in his list and can process them.
• Status synchronization: if a delegate changes the status of a task (for example, it changes it to "Completed"), this status is synchronously updated for the original performer, and vice versa.
• Task completion: If the delegate task completes, the parent (original) task also automatically switches to the "Completed" state.
• Delegation priority: New tasks arriving according to the specified template during the period of the configuration are automatically assigned to the delegate.

This ensures the integrity of the process: both users always see the current status of the task, regardless of who actually performs it.

Setting up task delegation

In the main menu, select "Custom tasks" and select "Delegate tasks". An interface opens with a list of delegation settings, where the user can see a list of configured delegation rules initiated by him.

To add a new delegation rule, click the "Add" button. The Add Delegation sidebar opens. In the sidebar, you need to fill in all the required fields:

• delegation period (start date and end date of the delegation);
• user — an employee to whom tasks will be delegated;
• Task template — select the template for which delegation is applied from the drop-down list.

After filling in the fields, the user clicks the "Save" button. The system saves the new delegation setting.

When creating a new task according to the specified template within the specified period:

• a task is being created for the original performer;
• a duplicate task of the "Delegation" type is created, linking the parent task and the delegate task.;
• if the delegate completes the delegate task, the parent task also changes to the "Completed" status.;
• Status changes are synchronized between both instances.

The user can edit or delete the delegation setting where he is the initiator at any time. To do this, the corresponding edit and delete buttons are used in the Assignment Delegation interface.