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Assign a Task

Instructions to manually assign a task to someone in the Platform.

Note: To assign a task automatically, a SPoC can set up a process.
  1. Create a new task:
    • From the home page, go to My Tasks > New.
    • From any other page, go to the Action Menu > New Task.
    • Inside a record, go to the Action Menu > New Task. This method gives the option to attach the task to the record you're in.
  2. Provide information about the task:
    1. Title: Enter the name of the task.
    2. Assign To: Select the person or group. If you assign the task to a group, select User Group or Compete When.
    3. Start Date: Enter the date the task should begin.
    4. Due Date: Enter the date the task must be completed.
  3. Click Save.