Assigning Tasks to an Employee Follow


 Pre-requisites:  n/a


Topics Covered
Navigating to Tasks
Assigning Tasks

Target Users
Service Providers

Required Permissions



Navigating to Tasks

First, navigate to the toolbar at the top of your screen and click on the Administration icon.

Workflows Tabs - Admin.png


Next, go to the toolbar on the left side of your screen, navigate to the Workflow Configuration category, and click on Workflows.

Admin Task Bar - Workflows.png

Finally, either click on New Workflow to create a Workflow with tasks (see Related Articles for more details), or use the Search Bar to select an existing Workflow with the desired Task that you want to assign.


Assigning Tasks

Once you have identified the Workflow with the Task that you want to assign, click on the Edit Draft icon, find the Task that you want to assign, and click Edit

The Edit Icon.png

The Edit Task Icon.png


In the Edit Task menu, navigate to the right side of the screen and click on the Assigned to dropdown.  From there, you can assign this task to any user.

NOTE:  Your options are limited to types of users. You can't assign Tasks to a specific individual.

Assign Task.png


Related Articles

Creating a Workflow

How To Create A Task



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