Purpose
This guide provides instructions for task delegation, allowing resources, engineers, or leaders to assign tasks to the appropriate individuals responsible for their completion.
Task Delegation Process
Upon signing in, users can opt to receive a personalized “My Tasks” list, which displays all their assigned tasks.
Team Leaders may also Delegate a Filtered Task List to Specific User Resources.
Methods for Task Delegation
There are four convenient methods available for task delegation:
- Exepron Mobile
- Use a mobile device while on-site to perform various tasks, including updating tasks, completing activities, recording actual resource hours, adding notes, and capturing Reason Codes for delays.
- Export a Task List
- Generate an Excel or CSV file containing a task list that can be filtered, emailed, and imported into a user’s calendar. This method allows for offline calendar task management and provides flexibility in task organization.
- Zapier API Plugin
- Utilize the Zapier API plugin to establish real-time synchronization between Exepron and a user’s calendar. Tasks are automatically updated in the user’s calendar whenever changes occur in Exepron.
These methods make task delegation efficient and seamless coordination between all Projects and those responsible for completing the tasks on the Projects.
