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How to assign or add users at the task level (v2.18 and above)

Written by Gemma
Updated over 5 months ago

SUMMARY

Users can be assigned, changed, or unassigned to task both before it starts as well as when it is in progress. You can still assign your team in the roles tab of the study, and those users will be assigned to tasks when the workflow is created, copied from the roles screen on demand, or added or removed in the workflow manager.

How to add or assign users at the task level

  1. With Workflow Manager, click on the 3 dots next to the task you wish to change and click Edit Task:

  1. Type the name of the new assignee, select the user, and click Save:

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