Task assigning

To current user

To assign task to yourself:

  1. Make sure the “Tasks” section is open and the “Tasks” tab is active.
  2. If necessary, use the task search.
  3. Select the required task from the list and click on it.
  4. A drawer opens with a description of the task.
  5. Click the “Take task” button in the upper right corner of the panel.
  6. As a result of the action, an area with fields for completing the task will become available. The standard pipeline provides “ Approval result” and “Note” fields.
  7. If you select the “Sent to correct” result, the task will be sent to the user with the appropriate role for the next approval step. The task will change its status to “In progress”, which will be displayed in the task list.

To another user

To assign task to another user:

  1. Make sure the “Tasks” section is open and the “Tasks” tab is active.
  2. If necessary, use the task search.
  3. Put the checkbox next to one or more tasks from the list.
  4. Click the “Actions” button at the top right of the task area.
  5. Select the “Assign to” action.
  6. In the drop-down list, specify a user to whom the tasks will be assigned.
  7. Confirm the action.

Tasks assigned to a user will have the “In progress” status.