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How To Set Up Task Delegation in Nintex Workflow

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Everyone needs time away from the office, whether that be for a vacation, doctor’s appointment, illness, or holiday; however, organizations must continue moving forward with day to day operations. The same can be said for our automated business processes. If we are involved in workflows, then our businesses are counting on us to keep the process moving.

Nintex Workflow offers an option for users to delegate their newly assigned tasks while they are out of the office. The Task Delegation option allows users to automatically delegate workflow tasks to a specified coworker for a period of time. This function operates similarly to an e-mail application’s “out of office” functionality. Users can specify to whom their tasks are sent, the time period, and scope of the delegation settings.

Here are step-by-step instructions for setting up task delegation.


 

How To Set Up Task Delegation: 

1. Click on your name at the top right of the screen.

2. Go to the Nintex Workflow 2013 menu and select the “Task Delegation” option.

3. Click on the “Delegate tasks to a user between specific dates” link.

4. On the Add Delegation screen, enter the appropriate information into the following fields:

a. Set delegation settings for – User whose tasks are being delegated. You will only see this field if you are a site administrator. The currently logged in user is defaulted. Click on the Lookup button to search for a different user. The “View existing delegations for user” link shows any related long term delegations for the user.

b. From the beginning of – Date for the delegation to begin. You can use the date picker tool icon to select the date.

c. Until the end of – Date for the delegation to end. You can use the date picker tool icon to select the date.

d. Delegate to – User who receives the delegated tasks. Click on the Lookup button to search for a different user.

e. Scope – Checking the box applies delegation to only the current site. Leaving the box unchecked applies the delegation to the entire SharePoint farm.

5. Click on the OK button to save your settings.

 


If you want to edit or delete the task delegation you set up, here are step-by-step instructions for doing so.

 

How To Edit or Remove a Long Term Task Delegation:

1. Click on your name at the top right of the screen.

2. Go to the Nintex Workflow 2013 menu and select the “Task Delegation” option.

3. On the Task Delegation page, you will see a list of the current long term task delegations.

4. Click on a user name in the “Tasks delegated to” column to access the specific task delegation to configure.

5. On the Edit Delegation page, you can make changes to the task delegation or click the Delete button to remove the task delegation.

 

For more Nintex Workflow Tips & Tricks, check out our other blog posts or download the free eBook.

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Applies to Nintex Workflow 2013 and Nintex Workflow 2010

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