Create and assign a group task

Use this tutorial to manage recurring work for one app group.

Before you start

  • You need the Group Administrator role for the target group.

  • The target app group must already exist.

  • You should know which role is responsible for the task.

1

Create the task template

Go to Administration → Tasks.

Use the group library for the group you manage.

Create the task template.

2

Set the assignment model

Choose a one-time or recurring schedule.

If the task always belongs to the same role, pre-configure the assignment type.

3

Assign the task to apps

Open Task Assignment.

Assign the task to the group, selected apps, or specific people.

Set notification rules before you assign it.

4

Monitor completion

Track the assigned tasks from the task dashboard.

Use reminders or reassignment if ownership changes.

Next steps

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