How do I assign a Procedure as a Task to multiple Employees?

The instructions below will show you how to assign a procedure as a task to multiple employees. Note: only users with manager level access can assign tasks to others.

Step 1: Click on the procedure you want to assign as a task to the employees. In this case, we want to assign content creation.

Click on the procedure you want to assign as a task to the employees. In this case, we want to assign content creation.

Step 2: When the page opens up, click on the “Actions” button. Then scroll down to click on the “Assign as task” button.

When the page opens up, click on the Actions button. Then scroll down to click on the Assign as task button.

Step 3: When the new page opens up, enter the name of the first employee you want to assign the task to. You can as well, make a selection from the drop-down box.

When the new page opens up, enter the name of the first employee you want to assign the task to. You can as well, make a selection from the drop-down box.

Step 4: Repeat step 3 above to assign multiple employees to the task.

Step 5: Enter all the details for the task and click on the "Assign Task" button to assign the task to the employees.

In the drop-down menu, you can also get to 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 employees on a once only, daily, weekly, monthly, quarterly or yearly basis.

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