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Add Additional Assignees to a Custom Workflow Step

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Objective 

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

Background

After a workflow has been initiated on a project level item, the Workflow Manager can assign new members to the current step of an in-progress workflow.

Things to Consider

  • Required User Permissions:
    • To invite additional assignees to a custom 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 on their permissions template.

Steps

  1. Navigate to the Project level item containing the workflow.
  2. Click the vertical ellipsisicon-ellipsis-vertical.png in the workflow panel, then click Invite Additional Assignees.
  3. Fill out the following fields:
    • Assignees: Select one or more assignees to add to the workflow step. Assignees are added to the current step and notified by email.
    • Reason for Invitation: Add a reason the new assignees are being invited to the workflow. The reason will be visible to workflow managers, project admins and company admins.
    • Comments: Add any necessary comments. The comment will be visible to workflow managers, project admins and company admins.
    • Message for Assignees: This message will be included in the invitation email sent to new assignees. 
  4. Click Send Invitation.