Delegating a Task

If the route creator selected Allow Delegation for a task, the task assignee can delegate, or transfer, the task to another user.

You can delegate a task only if you are the initial assignee. If the task is reassigned one time by the initial assignee, it cannot be reassigned again. The route owner can reassign any active task regardless of the value for Allow Delegation.

  1. Open the route and view the tasks.
  2. Double-click the required task assigned to you.

    Information about the task slides in, with the available actions based on the expected action in a menu on the toolbar.

  3. In the Assignee field, search for and select the user to whom you want to delegate the task.
  4. From the toolbar, select > Save for later.

    You can also enter comments.

  5. Click Save for later.