Set Up a Delegate

If you're traveling or on leave, you can designate a colleague as your delegate to view and approve your pending tasks during a specific period.

How to set it up

1. Go to "Settings"
2. In the "Delegation" section, choose a delegate and set the start and end dates (full-day periods)
3. Click "Save" to confirm

You can click "Clear" at any time to cancel the delegation.

What happens during the delegation period

• While active, your delegate will see a "Delegated Tasks" menu in the sidebar. Selecting your name lets them view and process your pending tasks
• Email notifications for your tasks are also sent to your delegate
• When your delegate approves or rejects on your behalf, the record shows them as the actual approver, noting that it was done on your behalf, for future audit reference

The delegation automatically takes effect and expires based on the start and end dates — no manual action needed.

Rules and limits

• Each person can have only one active delegate at a time
• You can only set a delegate for yourself, not for others
• Delegation does not chain: if A delegates to B, and B delegates to C, C cannot handle A's tasks

Useful for

Short-term absences like vacations or business trips, ensuring workflows don't get stuck.