Automate Task Assignment

In order to automate the assignment of tasks to other app users, you must first ensure the following – 

1. There is at least one pair of object and action form saved in the app. 
2. There is at least one or more than one user/s in the app with the necessary permissions.

To set up a workflow for task assignment – 

1. Visit builder.axonator.com and navigate to the app in which you want to automate the task assignment process.
2. Create a new workflow or open an existing one. 
3. To set up a simple task assignment workflow, drag and drop the following steps in the canvas and connect them in the order mentioned below – 
   • Start 
   • Fill form
   • End
4. Next, fill the properties for each of the steps to make the workflow function as per your requirements. 
   • For the start step, choose the object form, upon submission of which, will trigger the workflow and let the user fill the action form to complete the assigned task. 
   • For the fill form step – Once you have selected the action form to be filled, carefully set the task assignment policy related properties and other important properties such as the task’s duration and if the user can reject it or not.
5. Once the workflow properties have been set as per your requirement, save the workflow and ensure it is activated. 

Please note: 
Task assignment policies will only apply for the users whose status is set to “available”. You can have multiple “fill form” steps in series in your workflow if you wish to replicate a mutli-step approval process.