Have fun with task delegation without code

Overview

Usually when handing over or entrusting work, the handover content can be up to more than 30 sheets, especially the data transfer is more troublesome. On the no-code fast melting cloud platform, you can solve the problem of task entrusted transfer. , Let's take a look at how to solve it together.

Core functions

Task delegation

In order to solve the current user’s need for a certain period of time, transfer the designated application, agent CC process, and data view to designated members for processing and management.

Usage scenario

If the business person or the person in charge is on vacation, changes the business person in charge, or is temporarily dispatched or transferred, you can use task delegation to entrust the hand-processed application, agent copy, etc. to a member for processing until You can also end the order in advance for the end time you set.

Specific configuration

1. Create task delegation

Click on personal account and select task delegation.

Add task delegation

2. Set delegate task

Set delegate task name, delegate start time, delegate end time, delegate, delegate application.

delegated task name

You can set the delegated task name, such as an application delegated to a member, or the current user (name) delegated to a member.

principal

You can set the designated principal.

Note: The client can only choose one.

Commission time

You can set the commission start time and end time according to the actual situation. When the start time is reached, the system will automatically take effect. If the end time is reached, the system will automatically stop.

If you need to end early, you can click End the order under the task and operation.

delegated events

You can set single-select or multi-select applications, set whether the principal has view, fill in form data, handle agent, approval, CC process, dashboard view permission.

1. Form filling permission

2. Form data viewing permission

3. Agency and CC processing permission

4. Dashboard viewing permission

5. Data view

If the selection form has a data view, you can select the data view in the delegate event.

Explicitly designed permissions to delegate

When the delegated task takes effect, the delegate will get the set permissions, which come from the permissions set in the application settings-visible range.

specific configuration

1. Click Apply→Apply Settings,Enter the settings page.

2. Click "Visible Range of Team Members" to set the specific visible range, and the same for external contacts.

If you have set the form permissions before, you can click "Sync form permissions".

Matters needing attention

1. If the client is a super administrator or a member of the management group, the application management authority cannot be delegated.

2. If you need to use the entrusted management application, please use the function of the temporary management group (the value of the temporary permission group function, operation steps, etc. will be shared later).

3. Once the delegated task is started, you cannot return to edit and modify the form, delegate events, you can end the task delegate and create a new task delegate.

4. When the task takes effect, the client can obtain the permission to fill in, the permission to initiate the form, the permission to view the data, and the permission to the dashboard.

FAQ

1. What if I need to set up multiple principals?

Answer: You can create multiple delegates and set up multiple delegates for processing.

feels very simple and practical, if you want to know more details, click below to get it~

"Surong Cloud Official Website"-a simple and easy-to-use enterprise business management platform

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