Tasks

I have a user going on leave, how do I manage their tasks?

Background

Tasks will become overdue if not completed by the due date. People with accountabilities for ensuring tasks are done can monitor the status of tasks and complete them or reassign them to other users as appropriate. 

Answer

Short term leave

  1. If permissible, change the due due date to accommodate the period of leave.
  2. Reassign tasks due in the period to other users.

Extended leave

  1. Reassign tasks due in the period to other users.
  2. 'Close and skip' scheduled items if it's permissible to allow the task due in the period to not be completed.

Learn more:

  • Task management - This article describes finding tasks belonging to a position and reassigning them to a new position.
  • Reassigning responsibilities - This article describes finding items that the user's position is responsible for, such as managing documents or contracts and reassigning them.
  • How to skip a scheduled task - This article describes how to skip scheduled items assigned to the user that don't need to be assigned to others to complete.

  • How to halt a schedule - This article is useful if you want to close and halt a scheduled item that is only relevant to the user and does not need to be continued.