Task delegation To Improve Team Communication

Last published at: November 8th, 2022

Tasks are the most important step in any user-interactive workflow where tasks are routed to users for approval.  Tasks have existed in FlowWright from Day #1 and task functionality has been enhanced with each release. 

The FlowWright implements task delegation, where a delegation entry can be setup to automatically delegate a task to a given user.  Task re-assign functionality already existed within the product, but delegation is handled when a task is created and assigned.

By now you should know that FlowWright is intuitive and we work hard to keep it that way: just navigate to the delegation menu under Tasks and create a new task delegation entry. 

To create a new delegation entry, navigate to “Actions - Create” menu option, and fill the create dialog with the appropriate information as shown below. 

As you can see in the below configuration, a delegation entry is created for the “Admin user” for the month Novemeber, where all OPEN tasks and future tasks are delegated automatically assigned to the delegated user “Mark Thompson”. Click on Create to confirm the changes.

So, if ADMIN is going to be out of the office in November, on vacation, any tasks that are created and assigned to ADMIN are automatically assigned to MARK. The delegation can reassign all open tasks of ADMIN to MARK. Once the duration is complete, all tasks delegated to MARK are assigned back to ADMIN. The tasks assigned to MARK are expected to be closed by the assignee and if required, can be re-assigned by the FlowWright administrator to anyone else. 

The Tasks from the above queue can be re-assigned many times over. Using the check box shall send the email notification - provided that particular task “Send Email Notification” is switched  ON. Select checkbox to include current task owner in Cc of the email.  

To view delegated tasks, navigate to “Engage - Tasks” page, select the user from the dropdown list, select option 'Delegated' in Show Tasks list as shown below. 

Task delegation entries can be created using the user interface, .NET or the REST APIs. Task delegation is very powerful. Use this feature to manage absence of users, and to keep those tasks being acted on.