Tasks
In Workplace Management, users of a module or process can get tasks to execute. A task can be the approval of a reservation, handling a request or marking a visitor as arrived. These tasks are assigned to users with the correct authorization and are visible in the users task list.
For most key users, the tasks for which they are key users will also be presented in dedicated overviews per module in the corresponding startboard tab (e.g. for the visitor module, front desk employees will have access to the Front desk startboard tab with overviews of visitors expected today). These overviews are often more useful for key users, as the general task list will show all tasks in one long list, instead of dedicated overviews per type of task, like in the startboard tabs.
Delegation
If a user is absent or not able to execute tasks in Workplace Management, delegation can be used to give another user the authorization to execute the tasks on behalf of the absent user. With delegation, it can be prevented tasks from not being executed at all or not in time. See chapter 'Manage delegation of tasks' in the Personal settings article on how to set it up for a user.
Below some important characteristics of delegation:
The user where the tasks are delegated to, will have the same (temporary) authorization in the process to execute the task properly
From the moment the delegation is enabled and until the delegation ends, tasks will be generated for the delegated user to execute
Emails send within a process will also be send to the delegated user
As soon as the delegated user executes the task, it will also disappear from the absent users task list and visa versa
In the task list, the (absent) user where the task is originally assigned to, is always visible per task
Users can manage the delegation settings for their own user. An administrator can manage the delegation settings for all users.