How to Assign Task?

How to Assign Tasks

1. Access the Axonator Builder

   • Go to builder.axonator.com
   • Log in to your Axonator account

2. Navigate to your workflow

   • Select the app containing your workflow
   • Open the workflow where you want to assign tasks

3. Add the “Assign task” action

   • Drag the “Assign task” action into your workflow
   • Note: This creates two connected steps
     

4. Configure the first step (Assigner):
   A. Set Task Assignment Policy

   • Choose “Specific user” or “Task escalation users”
     

     B.  Select Assigner (if “Specific user” is chosen):

   • Specify who will assign the next task
     

     C. Set “Assign to which role”:

   • Choose the role to filter the user list

5. Configure the second step (Task Assignment):

   • This policy is used to assign tasks based on the users’ availability.

6. Save your changes

   • Click the “Save” button to confirm your task settings

7. Test the workflow

   • Run a test to ensure tasks are being assigned correctly

8. Monitor and adjust

   • Check that tasks are being received and completed as expected
   • Make adjustments to the assignment process if needed

Important Notes

• The “Assign task” action allows for manual assignment of tasks
• Task Assignment Policy determines how tasks are allocated
• Rejectable tasks will show “Accept and Reject” buttons when opened
• Ensure assignees have the necessary permissions to view and complete tasks