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.
- Create a new task:
- From the home page, go to .
- From any other page, go to the .
- Inside a record, go to the . This method gives the option to attach the task to the record you're in.
- Provide information about the task:
- Title: Enter the name of the task.
- Assign To: Select the person or group. If you assign the task to a group, select User Group or Compete When.
- Start Date: Enter the date the task should begin.
- Due Date: Enter the date the task must be completed.
- Click Save.
Reassign a Task
Move a task from one individual to another.
Note: You can't reassign rejected tasks that are created and assigned because approval was rejected to another person (for example, REJECTED: Event Approval). See Resolve Rejected Tasks for more information.
- Go to tab.
- Open the task.
- Edit the Assigned To field to the new individual.
- Click Save.