Concept: Single Task Delegation

Single task delegation temporarily reassigns a single task to another user on an ad hoc basis, enabling another user to perform an individual action on your behalf. Delegation differs from reassignment because it doesn’t remove responsibility (ownership) for the task from the user it was initially assigned to. Tasks are performed on the delegator’s behalf and this is indicated in notifications about the task.

Example: Manager A delegates 1 specific expense report to Manager B because Manager B has more context about what the expense should cover. If approved, the user who submitted the expense report receives a notification that Manager B approved it on Manager A’s behalf.

When you select a delegate, they are restricted to the:

Depending on your security permissions and tenant setup, you can delegate a single task by either:

Tenant-level delegation settings that you configure on the

Edit Tenant Setup - Business Process

task determine which types of users can serve as a delegate, such as: