How do I assign a user to an action?

Modified on Wed, 5 Mar at 11:19 AM

Assigning actions

An action can be assigned to any user(s) at your organisation, either through the assignee column on the actions list or within an individual action.


When you select the option to assign, you can:

  • Search for the required user(s)
  • Assign the action to yourself
  • Confirm to save the assignees against the action
  • Reset to discard any edits made to assignees

Multiple users can be assigned to an action, and assigned users will receive an email notification advising them of this assignment. Assignees will then have permission to edit the action.


Assigning Actions (2).gif


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