Assigning Tasks to Users |
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Before you begin this task:
- Create a task.
- Create a user.
- You must have the role of a systemAdmin or organizationalAdmin to assign tasks to users.
Tasks refer to the independent activities performed by a user. By assigning tasks to users, you can prescribe the set of tasks or activities that a user can perform on Process Platform. You can assign tasks to users in multiple forms as described below:
Go to CUSP > My Applications, click (User Manager) and select Users - Tasks View in the User Manager window.
- To assign a single task to a single user, follow the below steps:
- Select a user in the Users pane.
- Select a task in the Tasks pane.
- Right click the task and click Assign to Selected User(s).
- To assign multiple tasks to a single user, follow the below steps:
- Select a user in the Users pane.
- Select multiple tasks in the Tasks pane, right click them and click Assign to Selected User(s).
This assigns the required task(s) to the selected user(s).
Remember
- A task may involve multiple sub-tasks or sub-activities to complete an activity. In case of such tasks, you are prompted with the list of sub-tasks in Configure TaskParts dialog box. Select the sub-tasks you intend to associate with the user and click OK.
- If you wish to edit the sub-task assignment for a user, right-click the task and select Configure option through which you can change your selection of sub-task .
- Sub-tasks are also referred as Task Parts.
Tip:
- You can assign task(s) to user(s) by dragging the selected task(s) in the Tasks pane and dropping them on to the selected user(s) in the Users pane.
- You can select multiple tasks by holding down the CTRL key.
Note: Refer to Revoking Tasks from Users to remove the assignment of tasks from users.