Delegating activities for another user

When a user is unavailable to manage activities, you can create a delegation schedule to delegate the to-do items of that user to another user.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

About this task

To delegate activities, complete these steps:

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