Delegating an action item lets the delegated team member view and work on it, add notes and attachments, and mark it Delegate Completed. The Assign To user remains responsible for the action item and must mark it Completed to finish it. Delegation is optional. If oversight isn't necessary, assign the action item directly to the team member instead, and they can mark it Completed themselves.
Note: Only action items in the My Action Items section can be delegated. Action items in the Board Action Items section can be reassigned but not delegated.
Follow these steps to delegate an existing action item:
In CINC, go to Portfolio > Action Items.
OR
In CINC with universal navigation, go to Tasks > Action items > Action items.
The Action Items page displays. In the My Action Items section, click the name of the action item you want to delegate.
The Edit Action Item page displays. Select a user from the Delegated To drop-down list.
Click Save.
Note: When the delegated team member finishes their part of the task, they mark the action item Delegate Completed from their action item list. The Assign To user then marks the action item Completed to finish it. Refer to Completing an Action Item.