Unit 3: Assigning Tasks

Use

There are two ways of assigning tasks to objects in the Organizational Management (positions, jobs, organizational units and so on):

Assign a workflow or a task during definition within agent assignment.
Assign a workflow or a task to a job, position, or user in the staff assignments for an organizational unit.

To assign tasks or workflows to objects, proceed as follows:

Navigate in the detail view of a job, position, or organizational unit to which you want to assign a task. Open the detail view of the position head of department ( ini) Sales (see unit 2), for example. Go to the Tasks tab.
In the selection area, display the tasks or workflows that you want to assign to the position. In the search area, choose either Standard Task or Workflow Template and use a suitable search term.

Note

To select tasks or workflows, you can also choose Structure Search. The tasks or workflows are then displayed according to application component.
Select the task or workflow to be assigned and drag it to the task assignment for the position.
Choose Save.