Assigning a Task from a Task Inbox

Viewing Task Assignments

Important:
When assigning a task, the users, groups, or roles you assign the task to must be granted the access and functional privileges required to work with the task type you are assigning. Otherwise, the task will not appear in the user's inbox, or the user may not be able to work with the task. For more information, see Configuring Task Access Permissions.

For information about assigning a task from the Task List Management page, see Assigning a Task from the Task List Management Page.

To assign a task from the Data View tab in My Inbox or a task type inbox

1. In My webMethods: Navigate > Applications > Monitoring > Business > Tasks.

2. Select My Inbox or a task type inbox.

3. Open the task you want to assign.

Note:
In the following step, the Assign to Users button is available only if the task type developer has selected the Enable User Routing option for the task type.

4. On the Data View tab, click Assign To Users. The Select Principals dialog box appears. Note that the Selected list is empty. Any users, groups, or roles you specify here will be added to the assignment list.

Note:
If you click Apply with an empty Selected list, the task will be unassigned.

5. Use the controls in the Search panel to search for the users, groups, or roles you want to assign the task to; for more information, see Working with the Select Principals and Select Users Dialog Boxes. The result of the search appears in the Available list.

6. In the Available list, select the user, group, or role names you want to work with, then click The Move Right icon

to move your selection to the Selected list.

7. Click Apply to add the selected users, groups, or roles to the existing assignment list.

The selected task appears in the task inboxes of the selected users, groups, and roles. The assignment action is recorded in the task's audit log displayed on the Audit View tab of the task's Details page.