Workflow Management (Assigning Tasks Between Users)

Advantage CSP

1. 1. View your task from the CSP Dashboard

   

2. 2. Or access your assigned tasks from the tasks manager (the number indicator states how many tasks are currently assigned to you.)

   

3. 3. Click on the Edit icon to view the assignment

   

4. 4. Specify a Title

   

5. 5. Specify a Description

   

6. 6. Click on the Goto Page to deep-link to the data or content

   

7. 7. Review the request

   

8. 8. Click on Back to Task

   

9. 9. Add a rolling comment as instructions

   

10. 10. Assign the request to the correct resource

    

11. 11. Click on Save

    

12. 12. Click on Close Task…

    

13. 13. Click on Back to List

    

14. 14. The assigned resource has now been changed