As a Workflow owner, you can create individual, single-use tasks called page tasks, and assign them to a single user in your organization.
To create a page task from a page:
- Open the worksheet or board.
- On the page, select Create task from the options bar at the top-left of the page.
- In the Create a task dialog, select Page task.
- Enter a title and a set of instructions for your task. Then select Next.
- Select a user from the Assign to dropdown. This dropdown only displays users who have a role in the model on which the page is based. Then select Next.
- Select whether the task has a due date or not. If so, you must enter a day and time by which the task must be completed. If convenient, specify the time zone in which this happens. The default value for the time zone is your own time zone.
- Select Create task to finish the creation.
To create a page task from the Task Inbox:
- Select the Create dropdown and choose the Task option.
- In the Create a task dialog, select Page task.
- Enter a title and a set of instructions for your task. Then select Next.
- Select a page for your task. This page is where the task assignee will carry out the instructions. Then select Next.
- Select a user from the Assign to dropdown. This dropdown only displays users who have a role in the model on which the page is based. Then select Next.
- Select whether the task has a due date or not. If so, you must enter a day and time by which the task must be completed. If convenient, specify the time zone in which this happens. The default value for the time zone is your own time zone.
- Select Create task to finish the creation.
The task assignee receives email and Anaplan notifications for the pending task, and can access it via the Task Inbox, or they can select the notification.