Create delegation rule categories

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create categories or sets of granular delegation rules that make delegating large batches of tasks easy and efficient for your employees.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > Granular Delegation > Delegation Rule Categories.
    2. Click New.
    3. On the form, fill in the fields:
      Tabela 1. Delegation Rule Category form
      Field Description
      Name Label for the delegation rule category.
      Application Application associated with the delegation rule. This field is not editable and shows the application of your correct scope.
      Active Option for activating or deactivating a delegation rule category.
    4. Select Save or Submit.
      If you select Submit, click the delegation rule category to edit it.
    5. Create or assign existing delegation rules to the delegation rule category:
      • Under the Delegation Rule tab, click New. Follow the steps to Create delegation rules.
      • Click Edit to select from existing delegation rules.
    6. Click Update.

    O que Fazer Depois

    Delegate assigned tasks for a specific period of time. See Create a delegate.

    Employees can now delegate their assigned tasks to other employees. See Delegate on-demand tasks.