Streamline your workflow by efficiently assigning tasks using the Workflow Assignment table.
Select the task in the Workflow Editor and assign users using the Task Edit Pane to assign Owners, Contributors, and Supervisors to interactive tasks. This method of task assignment can become cumbersome for large workflows with several tasks.
For large workflows, use a Workflow Task Assignment table that presents the workflow tasks as rows in a table. There are columns for Owner, Contributors, and Supervisors. You can use this table to assign tasks without having to open each task individually. You can also use this table to easily review task assignments for the entire workflow process.
To assign tasks using the Workflow Task Assignment table:
- Navigate to the Workflow Task Assignment icon in the Workflow Editor toolbar.
The table of interactive tasks in the workflow appears. - Enter usernames or roles manually. Alternatively, select the user name or role from the dropdown list in each cell.
- Select Save to save the changes to the workflow.