4. Execute a task on behalf of

 

If you are collection manager of a collection or you are administrator or owner, you can perform tasks on behalf of someone else. When would you do that and why? For example, if someone is absent for a long period of time and no one else is on that task, then you can take that task and perform it. Click on the lightning bolt of the record and choose the name of the person that you want to fulfill the task for. When you filled in all you needed. Click execute to save the step. The next task is sent out.

No questions yet.