Managing Backup Assignments

You can backup the Assignee and Approver roles only when the primary user is a named user, not a team or group:

  • Assignee: For basic tasks (not automated tasks)

  • Approver: For both basic and automated tasks


Administrators cannot backup owner assignment on templates, schedules, and tasks.

  To assign or change a backup for a task:

  1. From the Calendar, Gantt, or Task List view, double click the task that you want to assign or change a backup.

  2. Select the Workflow tab and select both an Assignee and Backup person.

  3. Click Save and Close.