Add delegation rule tables

task brazil Updated Sep 10, 2026 1 min read add-delegation-rules-tables.md
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To create delegation rules, you must add a task table to the Delegation Rule Tables.

Before you begin

Role required: delegation_admin

Note: Adding a table to a delegation rule table does not automatically support delegation.

Procedure

  1. Navigate to All > Granular Delegation > Delegation Rule Tables.

  2. Select New.

    Verify the Application scope is set to the application for which you want to create delegation rules. Only tables belonging to that application appear in the Table list.

  3. From the Table list, select a task table from your current scope that supports delegation.

  4. Select the Active option.

  5. Select Submit.

What to do next

Next, create a delegation rule to specify the records that are available for employees to delegate. See Create delegation rules.

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