To Route a Task

Note:

The task definition must be set to Allow participants to invite other participants before the task can be routed.

To route a task:

  1. From the Task Actions list, select Adhoc Route, as shown in Figure 32-28.
  2. Select an action and a routing option, as shown in Figure 32-29.
    • Single Approver: Use this option for a single user to act on a task. If the task is assigned to a role or group with multiple users, then one member must claim the task and act on it.

    • Group Vote: Use this option when multiple users, working in parallel, must act, such as in a hiring situation when multiple users vote to hire or reject an applicant. You specify the voting percentage that is needed for the outcome to take effect, such as a majority vote or a unanimous vote, as shown in Figure 32-30.

      Figure 32-30 Providing Consensus Information

      Description of Figure 32-30 follows
      Description of "Figure 32-30 Providing Consensus Information"
    • Chain of Single Approvers: Use this option for a sequential list of approvers. The list can comprise any users or groups. (Users are not required to be part of an organization hierarchy.)

  3. Add optional comments for the next participant on the route.
  4. Provide or search for user or group names; then move the names to the Selected area.
  5. Click OK.