AssetWise Web Help

To Delegate a Task to Another User

You can delegate your tasks to other users as needed. Delegating a task creates a copy of the original task; the copy is linked to the original task, which you remain the owner of.

  1. Go to the Inbox folder and accept the task you want to delegate.

    The task is moved from the Inbox to the Work in progress folder.

  2. Go to the Work in progress folder and select the task.
  3. Click the Delegate link in the Task pane.

    The Delegate Task dialog opens.

  4. In the dialog, do the following:
    1. Enter the skill area or person (enter the person code) to delegate the task to.
    2. Add any other instructions that should accompany the task.
    3. Click OK.

The delegated task is placed in the selected user's Inbox so they can accept it and begin working on it.

In your own Work Exchange folders, the original task remains in the Work in progress folder, while the delegated task is placed in the Delegated Work folder and remains there until the user working on it marks it complete, at which point the delegated task is moved to your Work in progress folder so you can mark it as complete.