Scheduling a Task Delegation

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About this task

Important: When delegating a task, the users you delegate the task to must be granted the access and functional privileges required to work with the task type you are delegating. Otherwise, the task will not appear in the user's inbox, or the user may not be able to work with task. For more information, see Configuring Task Access Permissions.

To schedule a task delegation

Procedure

  1. In My webMethods: Navigate > Applications > Monitoring > Business > Tasks.
  2. Do one of the following:
    • To create a scheduled task delegation for another user, click Task List Management.
    • To create a scheduled task delegation for your account, click My Inbox or one of the task type inbox tabs.
  3. In the results list panel, click the Scheduled Delegations link. The Scheduled Delegations page opens.
  4. Click Add Delegation.
  5. In the Add Delegation dialog box, select the type of task you want to delegate in the Task list.
  6. Do one of the following:
    • If you are creating a scheduled task delegation for another user on the Task List Management page, use both Browse buttons to specify the user you want to delegate from and the user you want to delegate to.
    • If you are creating a scheduled task delegation for your account, use the Browse button to specify the user you want to delegate to.
  7. To specify the period during which tasks are delegated, select one of the following in the Scheduled Delegation Dates list:
    • Custom—This selection enables you to define a custom time period with the start and end date and time controls.
    • All—this selection causes all tasks of the specified type to be delegated beginning immediately and continuing until the delegation is removed. The start and end date controls are set to 01‑Jan‑1970 and 31‑Dec‑9999, respectively.
    • Time period—select a time period (for example, This Day, This Week, Coming Seven Days). The selected values are displayed in the start and end date and time controls.
  8. Click Save.
  9. The new scheduled delegation appears as follows:
    • If you are creating a scheduled task delegation for another user, the new scheduled delegation appears in the list of scheduled delegations on the Scheduled Delegations page accessed from the Task List Management page. It also appears on the Scheduled Delegations page accessed from the user's My Inbox or task type pages. The user can delete or modify the delegation from that location when the user's role has been granted permissions to do so.
    • If you are creating a scheduled task delegation for your account, the new scheduled delegation appears in the list of scheduled delegations on the Scheduled Delegations page accessed from the My Inbox or task inbox tabs.