Workflow Management (Assigning Tasks Between Users)
Oren Shapiro
Created Mar 26, 2024
Workflow Management (Assigning Tasks Between Users)
6
g
Advantage CSP
14 Steps
1
View your task from the CSP Dashboard
2
Or access your assigned tasks from the tasks manager (the number indicator states how many tasks are currently assigned to you.)
3
Click on the Edit icon to view the assignment
4
Specify a Title
5
Specify a Description
6
Click on the Goto Page to deep-link to the data or content
7
Review the request
8
Click on Back to Task
9
Add a rolling comment as instructions
10
Assign the request to the correct resource
11
Click on Save
12
Click on Close Task…
13
Click on Back to List
14
The assigned resource has now been changed
Well done!
Create how-to guides like this in a snap. Get Tango now.
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key
