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Assign a task to a user

  WorkspacesThis topic relates to Journey Workspaces   |     Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers   |  18.11This feature was introduced in the 18.11 release23.04This feature was updated in the 23.04 release

If you manage a team, you may need to schedule work to meet various needs; for example, to share work across your team, to accommodate team member absences, or to satisfy an SLAA service-level agreement (SLA) is a commitment between a service provider and a client. Particular aspects of the service – quality, availability, responsibilities – are agreed between the service provider and the service user.. A user with access to the Manage space, such as a manager or a Workspaces administrator, can change task assignments to address any such needs. For example, an unassigned task can be assigned to someone.

The Assign action is available in the Manage space, and can be performed on tasks that satisfy the following conditions.

  • The task is not assigned to anyone.
  • The task is assignable to the target user; that is, the target user has the necessary permissions to access the task.

If these conditions are satisfied, the task can be assigned to the target user.

If the task you want to assign is already assigned to someone, either remove the task assignment first by unassigning or releasing it, or reassign the task instead.

Note
  • The Assign and Reassign actions are mutually exclusive, meaning that only one of these actions is available at any time.
  • By default, the Reassign action is only available in the Manage space.

You can assign a task in the Manage space from either a List screen or a Details screen.

Assign from a List screen

To assign a task to a user from the List screen :

  1. From the Spaces navigation menu, select the Manage space. The List screen is displayed.
  2. In the item list, locate a task that you want to assign and point your cursor at it. The available actions appear at the right-hand side.
  3. Click person_addAssign. A list of Workspaces users is displayed, showing both the Workspaces user id and the full name for each user.
  4. Select a user from the list. The task is assigned to the selected user, and their Workspaces id is displayed in the Assigned to column.
Tip | 22.10This feature was introduced in the 22.10 release

You can use the Bulk Action feature to assign multiple tasks at once. Bulk actions are available on the Journey Workspaces List screen only. Neither Journey Brokers nor Journey Applicants support bulk actions, nor can they be performed from any Details screen.

Assign from a Details screen

To assign a task to a user from the Details screen :

  1. From the Spaces navigation menu, select the Manage space. The List screen is displayed.
  2. In the item list, locate a task that you want to assign and select it. The Details screen for the selected task is displayed.
  3. On the Details screen, click person_addAssign. A list of Workspaces users is displayed, showing both the Workspaces user id and the full name for each user.

    person_addAssign is located in the Actions group.

    person_addAssign is located within the selected task in the application timeline.

    The Assign button is located in the Action panel.

  4. Select a user from the list. The task is assigned to the selected user, and their Workspaces id is displayed in the Assigned To field in the key information.

When you assign a task from any screen, a message is displayed briefly in the bottom left corner of the page identifying whether or not the action was successful.