View and Redelegate Tasks

  • Updated

This article will take you through a simple process for monitoring delegated tasks and transferring them either individually or in bulk to another user. This ensures that workflow is consistently managed and responsibilities are appropriately assigned.


Viewing Delegated Tasks

To keep up with the tasks assigned to you or delegated to others, follow these steps:

  1. Go to Settings from the main menu.
  2. Click on Users to see a list of all the users within your account.
  3. Select a username to view their profile.
  4. Locate the section labelled Delegated Tasks to see tasks that have been allocated to them.


Redelegating Individual or Bulk Tasks

At times, you might need to transfer responsibility for tasks to another user. Here's how you can reassign these tasks:

Individual Task Redelegation

  1. Within the Delegated Tasks tab, find the task you want to redelegate.
  2. Click Redelegate next to the specific task.
  3. Select the new user you wish to assign the task to from the dropdown menu.
  4. Confirm the reassignment.


Bulk Task Redelegation

  1. Navigate to the Delegated Tasks section as described above.
  2. Click on the Redelegate All option located on the page.
  3. Choose the new user to whom you want to transfer all tasks.
  4. Confirm the bulk action to redelegate the tasks.

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By following these simple steps, you can ensure that the right tasks are in the right hands, and that your team continues to work efficiently.

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