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Assigning Responsible Persons

You can make employees responsible for this step by creating a task or several subtasks. You can also pre-populate all task fields with values or set field population rules.

To assign a responsible person and pre-populate task fields:

1. Double click a required step, and click Responsible Persons in the left area of the Step Properties window.

2. Select the Assign tasks and pre-populate task fields check box.

3. Click on Task Settings.

4. In the Assignee field, select a user who will be the task assignee.

5. Fill in other task fields: task title, due date, etc.

6. When finished, click Save.