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Assigning a Task from the Template section

Assigning a Task to another Member or a Task Queue will allow the Task Assignee to view it in the Inbox and work on it. If you Assign a Task to a Task Queue any member in the Task Queue with the required permission can pick up or run the Task.

While Assigning a Task, you can specify the time frame for the completion of the Task, set the Priority, and select the Release Package version that needs to be followed for the Task.  You can also add Team Members who can assist in executing the Task.

To Assign a Task:

  1. On the main menu, go to Templates > Your Templates.

    main_menu.png

    The section Template opens.

    2023-09-26_19-15-34.png

  2. Select the Template that you want to Assign.

    selecting_a_template.png

    Note

    You can assign both Private and Published Templates, but it is recommended to use only the Published Templates.

    You can also assign a Template from the Version History as shown below.

    version_history.png

  3. Click Assigning_a_job_3.png to display the list of options.

    dropdown_options.png

  4. Click Assign.

    Assign_option.png

  5. Select a Member or Task Queue from the dropdown as shown below.

    selecting_member_or_task_queue.png

  6. Select one or more Team members from the list.

    selecting_team_members.png

  7. [Optional] Select a Start date and Date due.

    start_date.png
    due_date.png

  8. [Optional] Select a Priority level.

    priority_level.png

  9. [Optional] Select Release Package.

    release_package.png

  10. Click Assign.

    Assign.png

    The Task is successfully assigned to the selected Members and the Task Queue.

    result.png
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