This article will walk you through how to set your out of office status, enable out of office reassignment, and choose a designee.
“Out of office” includes two features:
- Out of office – Status: The ability to set your status to “Out of office” so that all users know your status wherever your name appears; and
- Out of office – Reassignment: The ability to choose a designee so that new workflows are automatically reassigned when you are away, which must be enabled by a Company Admin.
Out of office status is available to all users. Company Admins must enable the reassignment capability.
For a list of frequently asked questions surrounding out of office, refer to Out of Office FAQs.
Set Status to Out of Office
- Click on your profile icon located in the top right corner.
- Click Set status.
- Toggle on Out of office.
- Enter your out of office dates.
- Click Save. Your status displays in the top right next to your name.
Enable Out of Office Reassignment
NOTE
An admin must enable this functionality before you can complete the steps below.
- Click on your profile icon located in the top right corner.
- Click Company Settings.
- Click Settings.
- Select Enable Out of Office Reassignment.
- Click Update.
Choose a Designee
- Click on your profile icon located in the top right corner.
- Click Set status.
- Toggle on Out of office.
- Enter your out of office dates.
- Select a designee. This is not required.
- Click Save. Your status displays in the top right next to your name.