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Add Additional Assignees to a Workflow Step on a Project

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Objective 

To invite additional assignees to a step on a workflow already in progress on a project item. 

Background

After a workflow has been started on a project item, the Workflow Manager can assign new members to the current step of an active workflow.

Things to Consider

  • Required User Permissions:
    • To invite additional assignees to a workflow step:
      • 'Admin' level permissions on the company's Directory tool. 
        OR
      • 'Admin' level permissions on the project's Directory tool.
      • Users with the 'Can be Workflow Manager' granular permission enabled on their permissions template.

Steps

  1. Navigate to the Project item containing the workflow.
  2. Click the vertical ellipsisicon-ellipsis-vertical.png in the workflow panel, then click Invite Additional Assignees.
  3. Enter the necessary information in the following fields:
    • Assignees: Select one or more assignees to add to the workflow step. New assignees will be automatically notified by email.
    • Reason for Invitation: Add a reason the new assignees are being invited to the workflow. The reason entered will be visible to workflow managers, project administrators and company administrators.
    • Comments: Add any necessary comments. Comments will be visible to workflow managers, project administrators and company administrators.
    • Message for Assignees: Add a message that will be included in the email notification sent to new assignees. 
  4. Click Send Invitation.