Create and assign a global task

Use this tutorial to roll out a manual activity across many apps.

Before you start

• You need the Platform Administrator role.

• You should know who owns the task.

• You should know when the task starts and becomes due.

1

Create the task template

Go to Administration → Tasks.

Use the global library.

Create a task template with a clear name and instructions.

2

Configure the schedule

Choose whether the task is one-time or recurring.

Use a task list when multiple sub-tasks are required.

3

Assign the task

Open Dashboards → Tasks.

Use Task Assignment to select apps, start date, assignees, and notifications.

4

Validate the assignment

Confirm the task was assigned to the right apps and roles.

If owner or admin assignments are missing, validate the assignment again after fixing access.

Next steps

• Create and assign a group task

• Work with assigned tasks

• Create a user group