Manage your task delegations
- Alex Xie
- Duncan McIntyre
To view and manage your task delegations, navigate to the Delegations page. Delegation settings are automatically synchronized with the configured source systems.
Note that the Delegation navigation item is only available in both the web and mobile application when the Delegation feature is enabled by your OneList administrator.
In your Delegations page you can see:
The list of current and future delegations from you to other approvers.
The list of current and future delegations from other approvers to you.
In your Delegations page, you can:
Set up a new delegation to another approver.
Change or delete existing delegations.
OneList administrators:
Can view and manage delegations on behalf of other delegators.
Can configure which source system supports task delegations.
To setup a new delegation:
As the Delegator, you start by searching and selecting another approver as your delegate.
Once you have selected another approver, select the start and end date for the delegation period.
Finally, select Delegate All or Select Items to Delegate option and click Save.
Delegate All will setup the delegation for all applicable categories.
Select Items to Delegate will allow you review and select/unselect specific categories before the delegation is setup.
To manage existing delegations:
On the web app, click the pen icon to change the delegation period. Or click on the x icon to delete.
On the mobile app, click or swipe the row to Edit and change the delegation period or delete the delegation.
On the Web App
On Mobile App
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