Assigning a delegate for your own tasks as an end-user

  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 to assign as your delegate.

    When you make this selection, the Proxied User and the Proxied Task fields are populated automatically.

  5. To set the proxy assignment as temporary, specify the Effective Date and Expiration Date.
  6. Click Save and then click Close.
    We recommend that you tell the user that you have assigned them as your delegate for a task and to remind them that the delegated work items will appear in their Personal Task.