Cognition Knowledge Base
Assigning A Task
Assign a Task to multiple users (user list upload)
Tasks can be assigned to a large number of users at once using a user list upload. First navigate to the main Tasks page, find a Task, and click Assign in the Options column
You can also Assign a task from the Edit a Task page. By selecting More Options and clicking Assign this Task.
You'll be brought to the page below. You'll need an Excel file with a header row and one column of user IDs. You can use a report, such as the User Report, to generate a file to work with. Click Select at the right of the screen and choose your Excel file. Then select an Assignment Date and click Assign.
After assigning a Task, you'll see a results summary page with the number of users assigned and skipped. If a user is skipped, it will display here with a reason.
Assigning a Task to a single user
You can also assign tasks to a single user at a time. To do this, navigate to the User Tasks page under the Administration menu. Search for the user and click Edit in the Options column. (You can also reach a User's Tasks page from User Administration or DPA under the More Options menu.)
On this page, you'll find a list of all open and completed Tasks. Click Add Task in the upper left corner.
A popup will appear. Use the dropdown to select a Task and set an Assignment Date and click Add Task.
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