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Project Delegation


Advanced Task Entry. The Project Delegation form is essentially a task entry for teams that need additional meta data when creating tasks for projects. Project management comes in as many flavors as ice cream. Meta data surrounding task assignment can help your team be more organized and efficient.

Figure 1: Project Delegation Form

Figure 2: Project Delegation Workflow


This for is a modified task entry. It is meant to be used with a task or calendar view. The form contains a few elements that can be used as task information or project meta data.

  • Project Name
  • Project ID
  • Account
  • Contact
  • Start and Estimated End Date
  • Delegated to:
  • Project Scope
  • Project Resolution
  • Notes
  • Actual End Date

To help manage the progress of delegated projects, this form has been built with an accompanying workflow. The Workflow has three simple states connected by manual transitions (user determines when to further the workflow). Those states are: New, Delegate, and Complete.

Modifications to fit your organization are anticipated around the workflow. By default there is a single notification set up to be sent to the delegated individual or group when the entry creator advances the entry to the Delegate state in the workflow. The notification will inform the delegate of the task and their responsibilities associated with the new project. Each state in the workflow provides a short description of instructions for that point in the workflow process.


File Name Size Last Updated Version Deployment Time
3.41 KB 11/24/2010 Vibe 3.1, 3.2, 3.3 30 minutes
8.08 KB 8/1/2011 Vibe 3.1, 3.2, 3.3 20 minutes

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