Databases Reference
In-Depth Information
You will also notice that if you select a user, the
Details
panel will display basic
information about the user, including their
Manager
,
Reportees
, and any
Roles
they have.
Use the arrows to move users/groups that you wish to reassign the task to from the
search results box to the
Selected
box, and then click
OK
.
Reassigning your own task
In addition to reassigning staff tasks,
any user
can reassign their own tasks. To do
this, they simply open the task from their task list as normal and select the
Reassign
option from the
Action
drop-down list. This will bring up the
Reassign Task
form
that we just looked at.
An important point here is that the same restrictions on who a user can assign a task
to apply regardless of whether it's the user's own task or a task belonging to one of
their reportees.
Thus, users who have no direct reports will not be able to reassign their task to any
other user. However, if they are a group owner, they will still have the ability to
reassign the task to the group.
If
a user has the role "
BPMWorkflowReassign
", then they are
allowed to reassign a task to anyone.
Delegating tasks
The other option we have when reassigning a task is to delegate it. This is very
similar to reassigning a task, but with a number of key differences as follows:
•
•
•
You can only delegate a task to a single user
You cannot delegate a task to a group
You can delegate a task to anyone regardless of where they are in the
organizational hierarchy
When you delegate a task it is assigned to a new user, but it also remains on your
work queue so that either you or the delegated user can work on the task.
Escalating tasks
There will often be cases where a user needs to escalate the task. To do this, they
simply select the task from their task list as normal and choose
Escalate
from the
Action
drop-down list. This will reassign the task to the user's manager.
