Task Delegation

Delegation lets the current assignee of a task hand their responsibility to someone else — for example, an approver passing an approval to a colleague when they're busy or away. It's an assignee-initiated action: the person who holds the task chooses to delegate it.

Delegation applies to Approval and Input tasks, and it has to be enabled by the builder on the node before assignees can use it.

Enable delegation (builder)

In the Approval or Input node configuration:

1. Turn on Delegation for the node.
2. Set who the task can be delegated to — the delegatee scope:
   • All users — any user in the bot.
   • Specific users — a defined whitelist.
   • Audience — members of a chosen audience.
3. (Optional) Customize the delegation notification templates used to alert the people involved.

Only the people allowed by this scope will appear as options when an assignee delegates.

Delegate a task (end user)

When delegation is enabled on a task you've been assigned:

1. Open the task in My-tasks.
2. Choose Delegate.
3. Pick the person (or group) to delegate to — the list is limited to the delegatee scope the builder configured.
4. Add a comment (the reason/context) and confirm.

What happens next:

• The task moves to the new assignee, and you lose access to it — ownership transfers cleanly in one step.
• Notifications go to you (the delegator), the previous assignee, and the new assignee.
• The new assignee can act on it like any task — including approving or rejecting directly from the email/bot notification.