This article explains how to add a member as an assignee to a flow.
Updated May 17, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
| ○ | ○ | ○ | ○ | × | × |
By adding assignees to the tasks within the flow, those assignees will be automatically assigned to the tasks when the flow is initiated. Therefore, if the same individuals typically handle the tasks within your organization, it's advisable to add them to the flow in advance.
How to Assign Assignees in the Flow
Click on "Flows" in the top left menu. A list of ongoing flows will appear; select the flow for which you want to assign assignees.
There are two methods for adding assignees: you can assign them individually for each task or add them in bulk to all tasks within the flow.
Add Assignees to Individual Tasks
Click on the highlighted area of the task for which you want to change the assignee. A list of available members will be displayed; select the desired individuals 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" button located at the top of the process. A list of available members will be displayed for selection. Choose the desired individuals and click "Save." You can select multiple assignees if needed.
