Delegation is one of the most productivity enhancing and exciting features in Daylite. It is the process of assigning a deliverable to another user. These can be tasks, projects, appointments and opportunities. The person delegating the deliverable can be kept up to date on changes made to the deliverable item. Using delegation effectively reduces the need for email forwarding, cc'ing and bcc'ing which can fill up everyone's inboxes.
Watch this video to learn how delegation in Daylite works:
How to Delegate a Task
- Open the Task.
- 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 Task 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 Task.
- Click Delegate to save the changes.