Mastering K2 Out of Office Delegation

Out of Office delegation is an extremely useful K2 feature that allows users to delegate tasks. When delegation is not configured correctly tasks can get lost, delegated users may not receive tasks or might be unable to action them.

Three sections need to be configured to ensure effective use of K2 Out of Office delegation:

  1. Out of Office settings
  2. Destination Users
  3. Multiple forms (e.g. General tab & action tab forms)

 

We will look at the correct configuration of Out of Office users, setting up workflow destination users as well as illustrating a way to action tasks using different forms.

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