Managing Backup Assignments

You can assign backups for 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

Note:

Administrators cannot back up owner assignments on templates, schedules, and tasks.

To assign a backup for a task:

1. Open the task for which you want to assign a backup.
2. Select the Workflow tab and select both an Assignee and Backup user.
3. Click Save and Close.