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Administrator Guide
Last Updated: 2024-08-23
Example: Delegate a Single Task

Example: Delegate a Single Task

This example illustrates how you can delegate a single task to another worker.
A worker who reports to Taylor submits an expense report and is awaiting Taylor’s approval in their My Tasks. This is a time-sensitive item and requires thorough review, but Taylor is on leave for the next week. To ensure the expense report is approved in a timely manner, Taylor decides to delegate this task to Katie Smith, another manager in their department.
The business process administrator must:
  • Set the
    Users Can Delegate Tasks To
     prompt on the
    Edit Tenant Setup - Business Processes
     task to at least 1 of the below options:
    • Anyone
    • Peers
  • Select the
    Allow Business Process Delegation
     check box on the business process security policy of the expense report.
  1. Access My Tasks.
  2. On the expense report approval task, click the gear icon and select
    Delegate Task
    .
  3. From the
    Proposed Delegates
     prompt, select Katie Smith.
  4. Click
    Submit
     to confirm the delegation.
The delegated task is awaiting approval in Katie’s My Tasks. Workday prompts Katie to switch Workday accounts to take action on Taylor’s behalf. After switching accounts, Katie can view the task details and the available actions, but not the details of any other items in Taylor’s My Tasks. When the task is complete, Katie can switch back to their own account.
View the status and other details of the delegated task by accessing
My Delegations
 >
Delegated Tasks
.