Assigning a proxy for your own tasks (end-user procedure)

  1. Access the Process Server and select My Proxies.
  2. Select a task.
  3. Select Actions > Create in the Proxy List section.
  4. On the Proxy Form, select a Proxy User. This is the user that you want to assign as your proxy.

    When you make this selection, the Proxied User, which is you, and the Proxied Task fields will be populated automatically.

  5. If you want the proxy assignment to be temporary, specify the Effective Date and Expiration Date.
    Proxies form showing a proxy assignment of task "lawson" to user "jerryb"
  6. When you are finished making proxy assignments, click Save and then click Close.
    We recommend that you tell the user that you have assigned them as Proxy for a task and to remind them that the proxied work items will appear in their Personal Task.