Task Scheduler - Task Assignment

General Tab of Task Details screen
The General tab of the Task Details screen allows you to assign a task to either an individual or group of your workforce, to an office-wide group of your workforce, to a contact that is listed in a Contacts folder on the Related Items list, or in the same manner as a previous task for the current project.

To assign the task using the Same as the Previous Task do the following:

Click on the "Same Assignment as Previous Task" button.
Click on the "Select" button then select the name of a task that is associated with the current project.

The Same Assignment as Previous selection acts to maintain the continuity of workflow. For example, assume that the first four tasks of a workflow project template are dependent upon the previous task being completed and that any member of the Administrative Support staff can perform these tasks. If the first task is assigned to the Group Inbox for the Administrative Support staff then any Support staff member can claim that task as workload permits. Let's assume that Mary claims task one. By using the Same Assignment as Previous selection for tasks two through four, those tasks will automatically flow to Mary's Inbox--maintaining the continuity of related workflow items with no additional effort by Mary.

To assign to a group, an office-wide group, or an individual do the following:

Select the appropriate Department (or office-wide group).
Click either the "Group" or "Individual" button, then select the appropriate name from the list.

If a task is assigned to a Group in this screen, the task is placed on the Group Inbox list and is available to be claimed by an individual of that group and department. If a task is assigned to an Individual in this screen, the task is placed on that individual's Inbox list.

To assign the task to an individual that is listed on the Related Items list do the following:

Click the "Related Contact" button, then click on the associated "Select" button to choose a contact from the Related Items list.
To assign the task to anyone that is on your contact list do the following:
- Click the "Any Contact" button, then click on the correct contact from the list that is displayed.

Workflow Manager Users Guide