How to assign a procedure to your employee

This procedure shows you step by step how to assign a procedure which you have already created using SweetProcess to your employee.

Please Note: If you find a step in this procedure that needs to be updated send an email to "support@sweetprocess.com"
  1. 1

    Move your mouse icon to the Procedure that you want to assign to an employee and click on the "Assign" button

    In this demo, within the Procedure dashboard I moved my mouse icon to the sample procedure titled "Print Procedure" to reveal the "Assign" button.
  2. 2

    Share the procedure with your employee

    After clicking on the assign button, a popup box will be displayed. Choose the "Share with a Teammate" option. Then enter in the name for your employee, and their email address before clicking on the "Share with teammate" button.