Assign tasks in the absence of a user
The system allows configuring absence periods for users that will be not in the organization – for example, when on annual leave.
In this way, their tasks can be automatically transferred to another user.
To configure the absence of a user, access the AD004 menu; in the Quick search field, search for the previously registered "SoftExpert User" and click on the button.
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On the user data screen, go to the Absence tab and click on the button.
Then, fill in the following fields:
- Start and End: Absence period; it is possible to configure the start and end dates during which the user will be absent.
- Assigned user for tasks during absence of responsible user: In this field, we indicate who will receive the transferred tasks automatically. For this example, select your user.
- Reason for absence: Describe the reason for the user's absence.
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The tasks will be transferred only after the system runs the job responsible for this operation. This job runs daily.
After doing that, click on the button.