This video is part 4 of 7 in the Projects, Tasks and Workflows training series.To start the series from the beginning click here.
Watch the next video: Creating Projects from Opportunities
Delegation allows you to transfer over the responsibility of a Project to another user in the account.
When you delegate an Activity, a chain is created between the Delegator and the Delegatee. As the Delegator, you can choose to be notified about any changes in relation to the delegated Project.
How to Delegate a Project
- Open the Project and click Edit.
- Click the Delegate button at the bottom.
- A window will pop up with a drop-down menu, which will allow you to choose a user from your account to delegate the Project to. There is also a section to leave a note and a box to check off that will notify you when changes are made to the Project.
- Click Delegate to save the changes.
Tip: A Smart List of Delegated Projects can be created to follow up in more detail on the changes made to the Projects. To learn more about Smart Lists, click here.