The Assign a Task Step Type is one of the simplest of the five types. An Assign a Task step means that you create a task for the individual defined in the Task Owner section of the Step record.

For example, we want someone to call a church attendee who asked about joining small groups. We want this staff person to receive an email that they need to go into MinistryPlatform to perform this action. The first step sends the team member an email and the second step should be the Assign a Task step.

All Tasks must be assigned to a User record.

• Specific User: If the same Contact should always be assigned the task, select them in this field. Make sure they have an email address on their Contact record.
• Lookup User Field: To look up the Contact, use the Related Table Field Name Lookup convention to find the Contact_ID record. This must be configured properly. It may be on the record itself or one or two tables removed. Generally, the value in this field ends in Contact_ID. You must also ensure the Contact records used by the lookup have valid email addresses. See Create a Dynamic User Lookup.