This article explains what an assignee is in a flow template and how to manage assignees.
Updated May 17, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
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By adding assignees to the tasks within a flow template, the designated individuals will automatically be assigned to those tasks when the flow is initiated. Therefore, if your organization typically has the same individuals responsible for tasks, it is advisable to first add these assignees to the flow template.
How to Set Assignees in a Flow Template
Click on "Flow Templates" from the top left menu. A list of available flow templates will be displayed. Select the template for which you want to set assignees. For instructions on creating a flow template, please refer to the section on "How to Create a Flow Template."
There are two methods for adding assignees: you can add them to each task individually or add them in bulk for all tasks at once.
Add Assignees to Single Tasks
To change the assignee for a specific task, click on the highlighted area of that task. A list of available members who can be assigned will appear. Select the desired members and click "Save." You can choose multiple assignees if needed.
Add Assignees to Multiple Tasks at Once
To add the same assignees to all tasks within the flow, click on the "Bulk Assign Assignees" option located at the top of the process area. A list of members available for assignment will be displayed. Select the desired members and click "Save." You have the option to select multiple assignees if needed.
