Creating a delegation schedule

You can delegate your to-do items to another user during a time when you are not available to manage them by creating delegation schedules.

About this task

Your activities can be delegated only to one user. Your activities might be delegated to one user. If you delegate them to another user without stopping the first delegation, the second delegation replaces the first one.

Delegation does not affect the escalation period for an activity. That is, it does not restart the escalation period.

Procedure

  1. In the navigation tree, select Manage Activities > Manage Delegation Schedules.
  2. On the Manage Delegation Schedules page, click Add to create a delegation schedule.
  3. On the Setup Delegation page, click Search to find a user.
  4. On the Select Delegate Account page, complete these steps:
    1. Type information about a user in the User ID field and click Search.
    2. In the Accounts table, click the name of the user whose account you want to delegate your activities to, then click OK.
  5. On the Setup Delegation page, click the calendar and clock icons to choose a date and time for starting and ending the delegation, then click OK.
  6. On the Success page, click Close.