The function of task delegation is to define delegation entries so that if a user is unavailable for a while, their tasks are automatically reassigned to another user for the duration. The delegated tasks can also be configured to return to the task owners when the duration is completed. 

The Task delegations can be easily managed using the following user interface.

Navigate to the Engage - Tasks - Task Delegation page to delegate the tasks.

To create a new task delegation, select the User from the drop-down list and click on the Actions - Create menu option. 

The Create Leave Details pop-up window is displayed for configuration. You must configure the delegation Start and End dates. Use the “All/Available” filter to narrow down the user list. Search for the delegated user using the Search text box. During the delegation period, select the checkboxes to “Auto-Reassign Back” and “Re-Assign All Open Tasks”. In the text box provided, provide the reason for the delegation. Click on the Create button to confirm. Note: The search feature includes a list of all active users for the Admins during configuration. For regular users, the search feature provides a list of active users who belong to the same application group. 

A delegation entry is created for “Regular User,” with all OPEN and future tasks assigned to the delegated user “AlphaA.” A confirmation message is displayed in the top-right corner. After the delegation period expires, the application reassigns the Open tasks to the original owner. 

To view the delegated tasks, navigate to the Engage—Tasks page. Select the User from the drop-down list and the Delegated option from the Tasks list. Note: The “Task Owner” is the original user, and the “AssignedTo” is the delegated user. 

Note: FlowWright Admin users can configure the task delegations for others, and regular users can do this themselves (provided the Task Delegation feature is enabled for use).