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Disconnect during the holidays by delegating approval requests.

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Administrator

01-03-2022

Did You Know? Disconnect During the Holidays By Delegating Approval Requests.


The holiday season is upon us and, for many, this means time off! Time away from the office is essential—but logging in to Workfront while away to make approval decisions is not. Did you know that Workfront helps you disconnect by allowing you to delegate project, task, and issue approvals to a single user for the duration of your absence? 


While you’re away, work still needs to get done, deadlines met, and approvals made. Delegating your approval requests to a trusted colleague allows you to be away without having to worry that past-due work will be stuck in your queue, awaiting your return. 

You can pick and choose the start and end dates of this delegation period, or leave it open-ended if you are unsure when you’ll be back. When you delegate approval requests, the user to whom you have delegated approvals receives an email notification regarding approval activity. 


To understand user access to delegated approvals, including what permissions are granted when approvals are delegated, read the article Delegating Approval Requests located on the Experience website. 


Delegate approval requests by following the steps below.

  1. Go to Home in the Global Navigation Bar.
  2. Click the Filter drop-down menu, then click Approvals.
  3. Click Delegate My ApprovalsDelegate_Approvals_Home-MCOI657OEVARGVTKDDST5T3ATWFA.png
  4. Specify the name of the user you wish to delegate approval requests to, plus the start and end dates. If you select no end date, Workfront will forward approvals indefinitely. 
    1. NOTE: The Start Date must be the current date or a future date. Forwarding begins at 12am on the date that you select. Forwarding ends at 11:59pm on the date selected.
  5. Click Save.


IMPORTANT: All project, task, and issue approvals are delegated to a single person. You cannot delegate individual approval requests. 


To either stop an approval delegation or make changes, select the Edit Delegation button in your Work List. Change the information displayed, then click Save. To stop the existing delegation, Click Stop Delegation, then click Confirm.

To view the delegated project, task, or issue approvals, go to Home. In the Work List, click the Filter drop-down menu, then Approvals. All approvals display in the list by default, including approvals assigned to you and approvals delegated to you.



Make sure to “Like” this post if you find it helpful! To ask questions or share feedback, please post the details in the comments section below.