This feature allows administrators to assign a task to a user, and view and manage all task assignments.
How do I assign a task?
To assign a task:
1. Navigate to Administration → General → Task Library.
2. Expand the Actions menu by clicking the dropdown arrow. From the displayed list, select Assign Task.
3. A new page appears displaying all the users who have not been assigned the task. A task can be assigned either to all users or specific user(s) by selecting the individual(s). Once you have nominated the user(s):
Click on the Assign to Selected button to assign the task to all the users who have been checked.
Click on the Assign to All Users button to assign the task to all the users who have not been assigned this task.
A confirmation message appears at the top of the page, click on the Confirm button to assign the task.
The task has been assigned.
How do I view task assignments?
To view who has been assigned a task:
1. Navigate to Administration → General → Task Library.
2. Expand the Actions menu by clicking the dropdown arrow. From the displayed list, select View Assignments.
3. A new page appears displaying all the users who have been assigned the task.
Click on the View button to view the details of the task.
The task details will be displayed.
Completing Tasks
You can find tasks assigned to you in two main locations:
On your Home dashboard, within the To-Do List widget.
On your Profile page, within the Task section.
Steps to Complete a Task
Click on the relevant task to open it.
The task will display details such as its description, due date, and any approvers.
You have the option to mark the task as Started.
Once you have finished the actual work, return to the task record.
You can add an optional comment before submitting.
Click the Task Completed button.
The task is now submitted and successfully marked as completed.
Delete a Task Assignment (Admin)
Go to Administration → General → Tasks to open the Task Library.
Locate the task and click Edit to open its configuration.
Click View Assignments (or Assigned Users) to open the list of users assigned to this task.
Find the user in the list, click the Delete/Remove action next to their name, and confirm the deletion to remove the assignment.
Refresh the list to verify the user no longer appears under the task’s assignments.
Notes
If the task is currently awaiting approval, you can action it from Administration → General → Approval Management → Tasks; this view is for approve/reject actions rather than deleting the assignment.