Assign Workflow Tasks

Learn how to assign specific tasks within a workflow to another individual.

The most important thing is that a Workflow must be shared with any users you want to assign Tasks to within the shared Workflow.

1. Go to Workflows and click to edit the Workflow you are interested in sharing.
2. Click Workflow Sharing to open the panel.
3. Check the boxes of one or more employees you want to share the Workflow with.
4. Click the "Update Sharing" button to share the Workflow with the checked people.
5. Now go to any Task within the shared Workflow and you should see the shared people as choices under the "Assign To" column.
6. Once you share a Task with a user, that users sees the Task within their Workflow Tasks tab.