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Create a Group To Assign Task
Select “Edit Groups” from the “System Administration” menu.
By default “Administrators” group will be displayed in a list and click on to “Add New” button to create a new group.
After adding members click on the “Done” button and select the “Save” action from the top menu to save changes.
Create a New Process
Create a new process with the name "Group Task" from the folder menu and edit the process version to open process designer.
Click on “Pool” to open the design of the pool.
Create Tasks
Create 3 sequential tasks with the following actions;
“Start Task” will be our start point of workflow which can be started by anyone from the organization. “Sales Approval” will be assigned to the sales team group and when any sales team member approves the task, the workflow continues to the “Completion” task.
Create Role
Create a role with the “Sales Team” name to define who is filling this role in the process.
When role a added designer automatically opens the role definition editor. Click on the “+” icon to add a new row and select “Sales Team” by clicking on the “Assigned To” column.
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If “Sales Team” is not listed in the recently used list, please type “sales” to search by name. |
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This “Sales Team” role defines who is responsible for “Sales Approval” and assigns this role to the Sales Approval task from task options on the left side of the screen.
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After the role has been assigned task “Sales Team” role will be displayed under the “Sales Approval” task.
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Testing
Select “Close” from the top menu to close the process designer and
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Optionally, you may click to “Commit Changes” to save your work but it's optional.
Click on the “Close” button to go back process folder and “Start Task” will be displayed in the folder options.
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