The delegation feature allows you to assign Goals or Actions to the right team to work and, at the same time, keep you up-to-date with the latest progress - once the assignee makes an update on the delegated item, you, as the Owner, will know real-time on your dashboard!
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In this article, you will see how it looks on both the Owner's and the assignee's dashboards when updating a delegated Goal.
Owner views Goals and delegation on dashboard
There will be an icon, an arrow pointing to a person, next to the Owner's name on the delegated Goal. It indicates that this is a delegated Goal to another team, and you will see delegation details when you hover the mouse above the icon.
Example: on the Owner, Yvan Zac's dashboard, highlighted row is a delegated Goal, delegated to Operations Team, assigned to John Smith.
Assignee views Goals and delegation on dashboard
Similarly, there will be an icon, an arrow pointing from a person, next to the assignee's name on the delegated Goal. It indicates that this is a delegated Goal from another team, and you will also see delegation details when you hover the mouse above the icon.
Example: on the assignee, John Smith's dashboard, highlighted row is a delegated Goal, delegated from Management Team, owned by Yvan Zac.
Assignee update a delegated Goal
The assigned user can view and update the Goal from their Dashboard or the Update Page.
When the assignee updates a delegated Goal, the updated status will automatically transfer to the Owner's team.
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