Change your availability for tasks

The top of your Inbox displays your availability to receive tasks. You can either set the status as I am available or I am currently set to unavailable. To delegate tasks to another person, when your status is set to unavailable, ensure to select the checkbox Delegate the activity’s work to someone else in the Performer tab of the Activity Inspector dialog in Process Builder.

Note

When you select this option, you must also specify where the task is sent if the delegation to the user to whom the performer selects also fails. The task can be forwarded to the workflow supervisor or returned to the original performer if auto-delegation fails.

To set your status to Unavailable:

  1. Click Inbox.

  2. Click I am available.

    The Workflow Availability dialog box is displayed.

  3. Select the I am currently unavailable option.

  4. Click edit.

  5. Select the user or a group to whom the tasks will be assigned.

  6. Click OK.

  7. Click OK to close the Workflow Availability dialog box.

Note

When you make yourself unavailable, this only affects future tasks that have been marked as delegable. This option does not affect tasks that are currently in your Inbox or any future tasks that do not allow delegation.

To set your status to Available:

  1. Click Inbox.

  2. Click I am currently set to unavailable.

    The Workflow Availability dialog box is displayed.

  3. Clear the selection of the I am currently unavailable option.

  4. Click OK.