How do I assign a Process as a Task to an Employee?
The instructions below will show you how to assign a process as a task to an employee. Note: only users with manager level access can assign tasks to others.
With the assign as task feature, you can schedule tasks to occur on a one-time, daily, weekly, monthly, quarterly or even yearly basis.
Step 1: Click on the "Assign as Task" button
While viewing the process that you want to assign to your employee as a task, click on the "Assign as Task" button.
In this example, I am assigning a process titled "Client Processing" as a task.
Step 2: Enter all the details for the task and click on the "Assign Task" button to assign the task to the employee.
In the drop-down menu that opens up enter the employee name, describe the task, enter a due date and time, enter a start time (if you want to) and choose whether the task should be completed by the employee once only, daily, weekly, monthly, quarterly or yearly
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