Defining assignments for the task template
Use the Assignment tab to specify if the task template should be automatically assigned to a company, group, or individual. You can also specify if assignees should be automatically notified if a task is assigned to them.
To specify assignment information for the task template
- On the Assignment tab of the Task Template form, enter information in these fields:
The company which is assigned runtime tasks from this task template
A process name for the task assignment. This is set up in the Assignment Engine for individual auto-assignment.
The organization from the selected company that is assigned this task
The group to which this task is assigned at runtime
The assignee to whom this task is assigned at runtime
Whether the assignee should be notified of the task assignment. The notification method is specified in the individual's People record.
- Click Save.
- Continue setting up the task template form by creating input and output variables, as described in Mapping input and output variables.