Delegate

Module: Tasks · URL: /tasks/delegate · Responsible role: Staff (every member, tasks assigned to me) · Also used by: all roles with the same personal scope

Screenshot: Andrew Price (Senior Researcher), Nocthink Demo Institute demo data.

Why I use this page

This page answers "what have people asked me to do?". It lists every task where I am the assignee, whoever created it (my director, a project lead, a colleague, or me), grouped by status. I use it when planning my day and before a 1:1 with my manager, so I can report on what was delegated to me and what is waiting in Review.

What's on the screen

• Header — Delegated to Me, with "Every task assigned to you, whoever created it, with status, priority and due date. Switch views, search by title, or open a task to update it." On the right are the view switcher (List view is the default here, plus Table view, Kanban view and Gantt view) and + (Create task).
• Search… — filters by title.
• List view — groups To Do, In Progress, Review, Done and Cancelled, each with a count; an empty group shows a "Drop a task here" area. Each row has:
  • a drag handle and the task title;
  • the source pill: Project with the project name, Event with the event name, or Personal;
  • Assignor and Assignee;
  • a priority pill (Urgent in red);
  • message and attachment counts;
  • the due date and a › that opens the task.

How I …

Plan my day from what was delegated

1. Open Tasks → Delegate.
2. Scan To Do and In Progress. Urgent items show a red pill.
3. Type in Search… to find a task by title.
4. Click the row (or ›) to open the task and read its Description, Messages and Attachments.

Update status as I go

1. Drag the row by its handle into another status group (for example from To Do to In Progress). The status saves when I drop it.
2. When finished, drag it to Review so the assignor knows it is ready. They then Approve it from the task page, which sets it to Done.
3. Or switch to Kanban view and drag cards between columns.

Ask a question or hand a task on

1. Open the task and post in Messages (Write a message…). The assignor and other participants see it on the task.
2. If someone else should do it, use ⋯ → Reassign, choose the New assignee, add a Note (optional), and confirm. The task then leaves my Delegate list.

Create a task for myself or someone else

1. Click +, fill in Title (required) and the other fields, choose the Assignee, and click Create task.
2. If I assign it to someone else, it shows in their Delegate page, not mine.

Access & permissions

The section needs tasks.view, part of every member's baseline. The list is filtered to tasks where I am the assignee. As assignee I can edit the task, change its status, archive it and reassign it. Approving is reserved for the task's creator (assignor).

Caveats

• Despite the name, tasks I assigned to myself are included too (the filter is "assignee = me"). In the screenshot, several rows have Andrew Price as both assignor and assignee.
• Dragging in List view saves the status straight away. If the save fails, the row returns to its original group without a message, so check the status after dropping.
• Tasks in locked projects (On Hold / Completed / Archived) cannot be moved.
• Archived tasks are not shown. Approved tasks auto-archive after 10 days and disappear from this page.
• The page filters the newest 100 tasks I can see. In a large organization older delegated tasks may be missing; check Archive or the project board.

Limitations

• There is no "tasks I delegated to others" view. To follow up on work I assigned, use the Task List (it includes tasks I created) or the Dashboard.
• No filter by assignor, project or priority, only title search.
• No bulk status change or export.

Related menus

• Task List — everything I created or am assigned.
• Dashboard — counts for my tasks.
• Approvals — formal approval requests, separate from tasks.
• Archive — where approved and archived tasks go.
• Project Tasks — tasks in project context.