Task Assignees
DASH Workflows offer flexibility in task assignment, ensuring that the right team members are matched with the right tasks. This not only streamlines processes but also minimises the risk of errors in task management.
Watch this short tutorial to learn about the options available when assigning users to your workflow tasks:
To individual users
To teams (such as Paraplanning, Client Services)
To Specific Roles assigned to Clients
Current User: For the first task in the workflow, Current user setting will assign the task to whoever started the workflow. For other tasks in the workflow, it will be used to assign to whoever completed the previous task.
Previous Assignee: Whoever the previous task was assigned to, not whoever completed the task