How do I assign a Procedure as a Task to an Employee?

The instructions below will show you how to assign a procedure 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.

  1. 1

    Select the Procedure

    From the procedures page, choose the procedure you want to assign as a task to the employee. 


  2. 2

    Assign the Task

    When the new page loads, click on the “Actions” button, then scroll down to click on the “Assign as task” button.


  3. 3

    Complete the Task Assignment

    Select Your Assignees

    Once you initiate the "Assign Task" flow for a document (e.g., Customer Expansion), follow these steps in the Assignees tab:
    1. Set Assignment Logic: Use the dropdown to choose how the task is handled (e.g., "Teammates assigned together").
    2. Add Teammates: In the "Assign to teammates"field, type and select the user(s).
      • Note: You can also use the shortcuts to + assign to team or + assign to role for broader distribution.
    3. Permissions (Optional): Check the "Assign with read-only permission" box if the assignee should view the process without being able to check off steps.
    4. Advanced Layout: If the process involves specific lanes, you can check "Assign to steps and lanes."
    5. Click Next >.

    Configure Due Date and Schedule

    In the final section, Due Date and Recurring, define the task parameters:
    1. Task Name: Enter a specific title for this instance (e.g., "Customer Expansion - [Client Name]").
    2. Set Deadline: * Select the Due datefrom the calendar.
      • Specify a Due time (the system will automatically adjust to your local timezone, e.g., Asia/Calcutta).
      • Optional: Click "Add start time" if the task should not be visible or active until a specific moment.
    3. Set Frequency: Under the Repeat dropdown, choose if this is a one-time task ("Once Only") or if it should recur daily, weekly, or monthly.
    4. Finalize: Review the Task Repetition summary and click the teal Assign Task > button.