How do I assign a Process as a Task to multiple Employees?
The instructions below will show you how to assign a process as a task to multiple employees. Note: only users with manager level access can assign tasks to others.
Step 1: Choose the process you want to assign as a task to multiple employees. In this case, we’re using the “Content Marketing” process.
Step 2: When the page loads up. Click on the "Assign as Task" button.
Step 3: Enter the name of the first employee who you want to assign the task to.
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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