Assigning a Task to a User in a Process Field

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Assigning tasks to a user selected in a process field allows for greater flexibility within your processes.

To set up Process field task assignments, do the following:

1. Open the process template you want to edit (Administration > Processes > Template Diagrams > Click the card of the process you want to edit)

2. On the process template, add either a User List or User List (All) Process Field. This is where you will select the user that the task(s) will be assigned to

3. On the task(s) that you want to assign to the user in the process field, right-click on the task > Task Settings > Assigned To > A Value in a Field. Select your User List field

Changing Task Assignment

To change who a task is assigned to in ProcessPlan, do the following:

1. On the task you want to assign, right-click and select Task Settings

2. On the panel that flies out, click Assigned To

3. Select an Assignment Type. If necessary, complete the additional fields in assignment type

4. Click Save on the top of the panel

Reassigning a Live Task

To reassign a task that is on your task list, do the following:

1. Click the task you want to reassign

2. On the panel that pops out, click Assigned to

3. Select the User Group and User

4. Click the Save icon at the top of the panel