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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