How Do I Assign Tasks?

Issue

I need to send a form to one of my staff, how do I send it to them to be completed? I need to set up a task to have one of my staff complete something at the facility and want to remind them. I want to set up a reminder to complete something at the facility, how do I assign myself a task?

Environment

Kipu Compliance, Roles: All

Resolution

There are multiple ways to assign a task depending on where you are within Kipu Compliance. Follow the steps as listed below to assign a task.

Important:
Users will only be able to open forms from a task if they have the proper permissions. See how to change or update permissions on the Company Admin/Orange Side, click here.

How to assign a task from a form:

1. After locating the form that you want to have completed by one of your staff, select the blue Add New button in the top right of the List View/Form Library View. Or from the Forms tab.
   
   
2. Close the Workflow list.
   
5. Select the blue Create Task button in the top right of the form.
   
6. From the pop-up, fill out the required fields: Add in the Name of Task, the Description, and then click in the Assign to User field and select the person that will be completing the form. The radio button for Assign task by User(s) will already be selected. Add any other fields that are needed before selecting the Save button.
   

How to assign a task from the Toolbar:

1. Hover over the To Do List tab on the toolbar on the left side of your Kipu Compliance Instance. Select the Create Task button.
   
2. From the pop-up choose to either Assign task by User(s) or Assign task by Role, the modal will update the fields bellow to reflect your choice.
   
3. Fill out the required fields: Add in the Name of Task, the Description, and then click in the Assign to User field or the Assign To Role field and select the person or role that will be completing the form. You can also assign a form from the Related Form field. Add any other fields that are needed before selecting the Save button.
   

How to assign a task from the Dashboard:

1. From the Dashboard view locate the Tasks box.
   
2. Select the Create Task button.
   
3. Complete steps 2 and 3 from the How to assign a task from the Toolbar section above.