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


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.