Setting out-of-office preferences

Set out-of-office preferences

If you plan to be out of the office, you can specify what happens to tasks that are assigned to you for that period.

You have the option of specifying a start date and time and an end date and time for your out-of-office settings to be in effect. If you are located in a different time zone from the server, the time zone used is that of the server.

You can set a default person to which all of your tasks are sent. You can also specify exceptions for tasks from specific processes to be sent to a different user or to remain in your To Do list until you return. If the designated person is also out of the office, the task goes to the user that they designated. If the task cannot be assigned to a user who is not out of the office, the task remains in your To Do list.

Note: When you are out of the office, any tasks that were previously in your To Do list remain there and are not forwarded to other users.

Set out-of-office preferences

Click Preferences and click Manage Out Of Office.
To specify when you are out of the office, perform one of these steps:
- To specify that you are out of the office now for an indefinite time period, in the I am currently list, select Out of the Office but do not add a date range.
- To specify a start date and time that you are out of the office, in the I am currently list, select Out of the Office and then click Add Date Range. Use the calendar and time list to specify the start date and time. If you do not specify an end date and time, you are considered out of the office indefinitely from the start date and time until you change your preferences.
To specify how your tasks are to be handled by default, select one of these options from the Default User for Out of Office tasks list:
- Select Do not assign to keep tasks in your To Do list until you return.
- Select Find User to search for a user to assign your tasks to. When you select a user, you can also view their out-of-office schedule.
To set exceptions to the default, click Add an exception, select the process to create an exception for, and then select a different user or select Do not assign from the is assigned to list.

Note: The process designer may specify that tasks from some processes are always kept private and not forwarded to other users. This setting overrides any settings that you make.
When you finish setting preferences, click Save. If your settings indicate that you are currently out of the office, your changes take effect immediately. Otherwise, they take effect at the specified start date and time. If you log in while you are out of the office, you are not considered in the office until you change your settings.