Child pages
  • How to Delegate Your Work to Other Team Member




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note

You have to include the statuses for Tasks, Contracts, and Matters.

You have the option to predefine statuses from the settings. In the Delegation setup and configuration settings, you can establish default statuses for delegated contracts, tasks, and matters.

Image Added



In the following steps, you can select specific items to delegate.

...