Skip to main content

As a regular user, assigned to tasks, Is there a way for me to delegate my tasks when I am out of the office?

If yes, how?

 

Thanks,

Hi @bnpguidecx if you are out of office and you need your projects to keep moving along, I recommend the following:

  1. Add the person who will complete your tasks while you’re out
  2. Filter the project board by your tasks
  3. Bulk edit and reassign your tasks to the other person
  4. **BONUS: send a project note @mentioning the customer so they know someone else will step in while you’re out

You’ll then rinse and repeat this for every project. If you have resource management then this would be made easier by removing yourself and adding them in your place!

Hum … okay. Thanks.

Reply


Terms & ConditionsCookie settings