Delegation

Tracking Delegated Tasks Once a task has been delegated, PMS keeps a record of the full chain of who delegated it, to whom, and when, so it's easy to see how a task ended up where it did. To view a task's delegation history: Open the task. Look for its Delegation section or chain. Review each delegation in order: delegator, recipient, reason, and status (pending, accepted, or rejected). Good to know: A task's "current owner" the person actually responsible for it right now... How to Revoke a Delegation If you delegated a task and need to pull it back before the other person responds, you can revoke it. To revoke a delegation: Open the task you delegated. Find the pending delegation. Click Revoke. Confirm the delegation is cancelled and the task remains with you. Good to know: Revoking only works while the delegation is still pending. Once the recipient has accepted it, you can't revoke it; you'd need to ask them to delegate it back, or involve an... Accepting or Rejecting a Delegation A task delegated to you doesn't become yours automatically; you choose to accept it or decline it. Accepting a Delegation To accept a delegation: Open the pending delegation, usually surfaced as a notification or in the task itself. Review who delegated it, their reason, and any notes. Click Accept. You're now the task's current owner going forward. Rejecting a Delegation If a task is delegated to you and it's not something you should take on, you can decline it. To... Delegating a Task to Someone Else   Delegation hands a task to another person but unlike simply reassigning it, the recipient has to accept it before it's really theirs, and you decide upfront whether their finished work comes back to you first. To delegate a task: Open the task. You must have already acknowledged it, and it must be allowed to be transferred (set when the task was created). Click Delegate. Choose who to delegate it to; you can't delegate a task to yourself. Give a...