If you will be out of the office for a period of time, or will be unavailable to act on tasks and documents, you can delegate your tasks and documents to another user.

To delegate, or reassign your tasks and documents to another user, complete the following steps.

1. Open the Optionsform ( Microsoft Dynamics AXmenu > Tools> Options).

2. Click the Delegationtab.

3. From the Viewlist, select Active.

4. Click in the grid. Press CTRL+N to create a new line.

5. In the Scopefield, select one of the following options:

   • All— Select this option to delegate all of your tasks and documents.

   • Module— Select this option to delegate tasks and documents related to a certain type of workflow.

   • Configuration— Select this option to delegate tasks and documents related to a specific workflow.

6. In the Namefield, select a type of workflow or a specific workflow. (This field is not available if you selected Allin step 5.)

7. In the Delegatefield, select who you want your tasks and documents delegated to.

8. Specify when your tasks and documents should be delegated by entering dates and times in the From date/timeand To date/timefields.

9. Select the Enabledcheck box to activate this delegation rule.