Delegating a task
- To delegate a task, point to Tasks on the menu bar, and then click
Delegation.
- On your timesheet, click the
task you want to delegate, click
Delegate Task, and then follow
the instructions to delegate the task.
Notes
When you delegate a task to a resource, depending on your role in this
task, you have the following options:
- If you simply want to transfer the task to another resource, select the default options.
The task will be transferred to the new owner and will appear in a different
color on your timesheet, but you will not be able to edit it.
- If you want to continue to track this task, delegate the task, and
select the option to keep a copy of it in your timesheet. You will not
be able to edit this copy, but you will see the most recent updates for the
task from the new resource.
- If you not only want to track this task but also want to approve the
actuals submitted for it, delegate the task, and assume the lead role for
it. After you assume the lead role for the task, you can request regular task updates from the
resource and then submit the resource's updates to the
project manager if you approve the actuals. The project manager can also send a TeamStatus message from Microsoft Project directly to you
instead of sending it to the assigned resource, allowing you to submit task updates on the
resource's behalf by responding to the TeamStatus message.
- If for any reason you will no longer assume the lead role for a
delegated task, you can select the Delegate Lead Role option and transfer your responsibility
for the task to a different resource. You can transfer responsibility to the resource currently assigned to the task, the project manager, or a new
resource in Microsoft Project Central. After you have successfully delegated your lead
role, you can delete the copy of the delegated task from your timesheet.