Assign Task Step

Description –

The “Assign task” step is used to assign a task for manual assignment of the next task by selecting the user from the list. You can filter the user’s list according to the role of the user. When you drag this step, it will show two connected steps.
The first step will be the assigner step for who is going to assign the next task and the second step will contain the form which is going to be assigned to the user selected in the first step.

Properties of first step (Assign Task) –

• Task Assignment Policy
  There are 2 policies according to which the assign task will get assigned.
  • Specific user: This policy is used to assign the task to the fixed user-specified while designing the workflow.
  • Task escalation users: This policy is used to assign tasks based on the users’ availability.
• Assigner
  This property is used to set the user who is going to receive the task to select the user and assign the next task to. This property is visible when the task assignment policy is set as “Specific user“.
• Assign to which role
  This property is used to set the role according to which the user’s list will be filtered, from which the assigner can select the user to assign the next task.
• Rejection form
  This property is used to attach a form which will be shown on rejecting the assigned task.
• Is Task Rejectable
  This property is used to make the assigned task rejectable. It is having two options: Toggle ON/OFF.
  • When you set this property as “ON“, the assigned task becomes rejectable. This will show the “Accept and Reject” buttons when the task is opened.
  • When you set this property as “OFF“, the assigned task will not be rejectable. The “Accept and Reject” buttons will not be visible.

Properties for second step (Assign Task-Fill Form) –

• Which Form
  This property is used to set the form which is going to be assigned to the user selected in the first step of the manual task assignment.
• Send Email Notification
  This property is used to configure the task email notification. It is having two options: Toggle ON/OFF.
  • When you set this property as “ON“, the person you have assigned the task will receive the email notification.
  • When you set this property as “OFF“, the person you have assigned the task will not receive any email notification.