The Delegation lists are lists of Tasks and Leads that don’t have an owner.

How to move Tasks/Leads to Delegation lists

Move actively:

If you click on Delegate a Task or a Lead you can leave the Delegate to fields empty, then the Task/Lead will be moved to the Delegation list.

Decline Task/Lead:

If a user declines a delegated Task/Lead it will end up in Delegation list.

Automatically:

If automatic Task has not been handled before the deadline is reached it will automatically be moved to the Delegation list.

How to assign

Assign to me:

When clicking on Assign to me, you take the ownership of that specific Task or Lead

Assign:

Click Assign if you want to delegate the Task or Lead to someone else. Choose department and user to send the Task or Lead to.

Notifications

 When a Task/Lead gets added to the Delegation lists all users will get a notification that a new Task/Lead is available.