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.

  1. 1

     

    Choose the process you want to assign as a task to multiple employees. In this case, we’re using the “Content Marketing” process.Choose the process you want to assign as a task to multiple employees. In this case, we’re using the Content Marketing process.

  2. 2

     

    When the page loads up. Click on the "Assign as Task" button.When the page loads up. Click on the "Assign as Task" button.

  3. 3

     

    Enter the name of the first employee who you want to assign the task to.Enter the name of the first employee who you want to assign the task to.

  4. 4

     

    Repeat step 3 above to assign multiple employees to the task.

  5. 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.

If you still have a question, we’re here to help. Contact us.