How do I assign a Procedure as a Task to a Team?

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

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

    From the procedures dashboard, choose the procedure you want to assign as a task to a team.

    In this case, I’ll choose the “How to request a refund” procedure.


  2. 2

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

  3. 3

    In the Assign Task menu click on "assign to a team".


    Choose the specific team or teams you want to assign the task to.
  4. 4

    Enter all the details for the task and click on the "Assign Task" button to assign the task to a team.

    In the drop-down menu that opens up choose the team or teams, 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 team once only, daily, weekly, monthly, quarterly or yearly.