Overview
When workflows require human validation, tasks are created and assigned to team members. Efficient task assignment ensures timely workflow completion.Task assignment
Automatic assignment
Tasks can be automatically assigned based on:- Specific user
- Workload balancing
- Specific role or permission level
- Speciic task
Manual assignment
You can manually assign tasks:- From the task queue
- When creating the workflow
- By reassigning existing tasks
- As a backup for automatic assignment
Task queue
The task queue displays all pending validationsManaging tasks
Filtering
Filter tasks by:- Assignee
- Status (pending, in progress, completed)
- Workflow
- Date range
Reassignment
Reassign tasks when needed:- Click on a task
- Select “Reassign”
- Choose new assignee
- Add optional note explaining reassignment
Best practices
- Balance workload across team members
- Set clear SLAs for task completion
- Monitor task aging regularly
- Provide training for complex validation tasks
- Use priority levels effectively
- Document escalation procedures