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Feature Request: Automated Task Delegation

posted on May 9

I know that tasks can be reassigned, either by the person they are assigned to or through the "Manage" page, however this becomes a daunting task when someone goes on holidays, takes a leave of absence, or is no longer with the company. 

It would be great to be able to either temporarily or permanently reassign a person's tasks, both currently assigned and yet to be assigned. Ideally this would be available both to the user and at an administrative level.

The only other available options I can see are:

  • Manually reassigning tasks one by one
  • Manually adjusting each business process/workflow that assigns tasks to that person
  • Assigning every task to at least two people, so if one is away it doesn't get stuck as pending (although this puts all tasks under "unassigned")
  • Assigning tasks to a team (same issue as above)
  • Creating a timer event (although this wastes time while you wait for the task to be reassigned)

 

There should be some sort of out of office setting where you can redirect tasks as easily as you can set up an auto-reply or mail forwarding, without having to completely reroute all of your processes in order to do so. 

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replied on May 9

To add to this, we need to have certain controls in place where only specific people can approve for someone else, so allowing a user to select anyone they want to reroute to would cause horrible audit issues for us. I'm not sure if this could be a process setting that could restrict that or not since it really is dependent on which process it is. I love the idea though.

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replied on May 10

I previously brought up adding something to the teams to restrict reassignment to people in their team vs any user/team.  I think this is being worked on by Laserfiche.  We have one process that we have to allow supervisors to reassign to "acting" supervisors and it has already been a problem.  

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replied on May 10

In our case, even restricting assignment to team members will not work. We need to be able to turn it off completely for a process.

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replied on May 9

I am currently working on a few ways to reimagine the task management/assignment functionality in forms. This is valuable information though, so thank you. Stay tuned for more!

9 0
replied on May 9

Good to know, thank you for the response!

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