Delegations
The delegation feature in our application allows users to delegate tasks or responsibilities to another user for a specified period. This is particularly useful when one user needs to assign their duties to another user temporarily.
In the User Field, select the user whose tasks you want to delegate.
In the Delegated User field, choose the User to whom you want to delegate tasks. This is the user who will temporarily take over your responsibilities.
Choose the start date and time for the delegation period in the From Date field.
Similarly, select the end date and time for when the delegation period will end in the To Date field.
During the delegation period, any document assigned to the User will automatically be assigned to the Delegated User.