Assign Tasks

You can assign a human task to a specific user, to a group of users, or to the users in a certain role.

To assign a human task to a specific user or group of users:

  1. In the General pane, click Edit in the Assignees field. The Assignees dialog box opens.

  2. Click Add Add icon to create new assignees.

    • In the Identity Type drop-down list, select one of the following: User, Group, or Role.

  3. In the Type field, select Literal to specify the participant using names and choose an entry from the Value drop-down list.

  4. To delete an assignee, select the assignee and click Delete Delete icon.

  5. Click Save to save changes and close the dialog. The number of assignees added is displayed in the Assignees field.

  6. Click Exclude the Following Participants to specify exclusions. You can choose to exclude the following participants by selecting the corresponding check box:

    • Creator: The user who created the process.

    • Previous Participants: Users who have already acted within this task instance.

    • Expression: User specified through an expression.

Note:

If you exclude a user from a task, the user will only be able to view the task but not have the permission to act on it.

For an approval task, you also have to specify the task approvers drawing from the assignees. In the Approvers field, select task approvers from the following options:

  • Any Single Assignee: Any of the assignees can complete the task by performing the actions specified in the Action field.

  • All Assignees in Parallel: All assignees complete the task. When you select this option, the following two fields appear: Percentage Required and Default Outcome. For example, if you set the required percentage as 51% and the default outcome as APPROVE, and, if 55% of assignees reject the task, the outcome of the task is REJECT.

  • All Assignees in Sequence: All assignees complete the task, albeit in a sequence. Also see Skipping the Approval Chain.

  • Management Chain in Sequence: Starting from the assignee, all members in the assignee’s management chain complete the task in sequence. In the Number of Levels field, specify the level in the assignee’s management chain up to which you want the task to hierarchically flow.