Assign a task regarding an onboarding profile

In this article you can read how to assign a task to another user. one or more onboarding profiles/employees

Assign a task regarding an onboarding profile

1. Go to Onboarding in the main menu



2. Click on "Pipeline details" on the process or on the associated tab to find the desired onboarding profile/employee


You can also click directly on the onboarding profile from the Overview tab.


3. Click on the onboarding profile/employee the task relates to



4. Click "Task"


Triggers: Choose whether to trigger the task now or after one of the steps in the flow.

Delay: Choose whether the task should be triggered with delay, e.g a few days before the assignment is delegated.

Title: Enter a title for the task.

Shared/Private: Decide whether this task should be viewable by other users or whether it is private by clicking the padlock.

Due Date: Determine the due date for completing this task. Put a reminder by activating the clock icon.

Description: Enter a description of the task.

Responsible: Choose which user should have this task assigned. You can also choose yourself if it is a task for you or the employee if this one has a user.


5. Click "Save" and notification will be sent to the responsible user if it is not yourself



Alternatively, you can also assign a task to another concerning multiple onboarding profiles/employees at the same time

Simply select the employees to whom the assignment relates and click "Tasks":



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