Set out of office

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Looking for information on how to set out of office for yourself? See Personal profile settings.

To set up out of office for a team member, do the following:

1. In the left-hand panel, click Company.
2. Click Out of office.
3. Click + Mark as out of office.

4. Select the team member who's away and set the days when the absence starts and the last out of office day.
5. Select the person who should take over the absent team member's tasks.
6. Click Save.

Important considerations

• Delegation won't work when the workflow and the instances are private or the workflow is public but the instances are private - if the stand-in doesn't have access to the workflows and instances, they won't be able to complete the steps.
  In such cases, the workflow lead or the admin can manually delegate the task to the stand-in by going to Workflow overview > Open tasks and selecting the user from the dropdown.

  

• If the step is restricted, and the stand-in is not included in the visibility settings, they won't be able to access or see the delegated task. To prevent these situations, it's a good idea to restrict the visibility to a team rather than individuals. Then anyone from the team can be a stand-in, and complete restricted steps if need be.

  

Disable out of office

You can quickly disable or edit the setting.
You can do it on the Out of office page.

Out of office and user offboarding

It's a good idea not to delete users at once but to notify us first so that we can revoke their passwords.
If they had admin credentials, change them to colleague. You can change the credentials in Company > Colleagues.
Next, set up Out of office (Company > Out of office) for the users for a period of time (for example a month) and select a stand-in. This way you make sure no tasks in the existing instances will need this user's attention (as they will automatically be re-assigned to the stand-in.
After the period of time passes, you can safely delete the users.