Create a delegation

Use My Delegations to create a delegation to temporarily assign your work in a workspace to another user while you are unavailable.

1. Click your profile, then click My Delegations.

2. Click Create delegation.

   A new row appears at the top of the delegations table.

3. In the Name column, click the icon and enter a name for the delegation.

4. In the Workspace column, click the icon, then select the workspace for which you want to delegate work.

   Note: Only workspaces you can access are available. The user receiving the delegated work must also have access to the selected workspace.

5. Use the calendar controls to select the Start Date and End Date for the delegation period.

6. In the Delegated To column, click the icon, then select the user who will receive the delegated work.

   Note: Only users with access to the selected workspace are listed. If no eligible users are available, the list is empty.

7. Click Save.

   Note: If the Save button is disabled, one or more delegations are incomplete or conflict with existing delegations. Fields causing conflicts are highlighted in red. Hover over the highlighted field to see more information.

The delegation is created and the selected user receives an email notification about the delegation.

Clone a delegation

You can clone a delegation to quickly create a new delegation using the same settings as an existing one.

1. In the delegations table, select the delegation you want to clone.
2. Click the More icon , then select Clone.
3. Update the cloned delegation as needed.
4. Click Save.