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Assigning Tasks to a User Group

To complete a process you need the coordination of a group of users. Each member of a group may be assigned similar tasks or different tasks. The BPM Designer 5 allows you to assign tasks to user groups in a solution.

To assign a task to a user group in the solution, complete the following steps:
  1. Check out the solution.

  2. Click the Create tab. The Solution Items ribbon menu is displayed.

  3. Click the New Assignment Profile drop-down arrow. The shortcut menu is displayed.

    Note:
    You can also create a New Assignment Profile by right-clicking Assignment Profiles in the Solution Explorer. When the shortcut menu is displayed, select New Group Assignment Profile.


  4. Select Add Group Assignment Profile. A group assignment profile is added to the solution and opened for editing.

  5. In the Group Assignment Profile name field, type a name for your group assignment profile. 

    Note:
    Confirm you are viewing the Assignees tab. If not, click the Assignees tab.


  6. In the Assign task to members of Group field, select an editor and set the field to a static or dynamic value that is the name of the group with the users to which you want the tasks assigned.

  7. Set the due date and escalations with overdue actions, and notifications messages. Please refer to the corresponding topics for more information on configuring these values.

    Note:
    Setting due dates, escalations, and notifications is optional.


  8. Click the save button. You created a group assignment profile used to assign a task a group of users.
Related Topics
Assigning a Task to a User 
Auto-assigning a Task to a User in a Group
Assigning Tasks to a Queue

Source
BPM Designer Topics > Overview of Solution Items and Solution Item Topics > Assignment Profiles
Last modified at 7/31/2020 11:09 AM