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Assigning a Task on Behalf of Another User

Written by Michelle Henley

Updated at May 22nd, 2024

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            By default, users with the Task Admin role have the privileges to Create Tasks and Edit all Tasks. To add, remove, or modify privileges please contact the User Admin for your organization. 

            Who can change the Assigned From field on a task?

            Status Assignee Assignor Task Admin
            Draft/New X X  ✔ 
            In progress X X  ✔ 
            Completed X X  ✔ 
            Canceled X X  ✔ 

            While creating new tasks, task admins have the option to choose the Assigned From user from the dropdown list populated from master data and assign the task on behalf of another user.

            Or to reassign the Assigned From on an existing task, click the Oval Icon in the top right-hand corner and select Update from the dropdown list. 

            Update the Assigned From field from the dropdown list and click Assign Task. 

            Once Assign Task is clicked, the system will: 

            • An email will be sent to both the Assignor and the Assignee that the task has been assigned. 
            proxy assignment delegating task

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            • Reassigning a Task
            • Creating and Assigning Tasks

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