NextGen Knowledge Center

Assign a Task

You can assign a task to one or more specific users, a workgroup, a provider, or a workstation, so that any user at that workstation can see and act on the task.
  1. On the Tasking Configuration practice template, expand the Tasks panel.
  2. From the main grid, select the task you want to assign.
    The Call Name field under the Task Options panel displays the call name for selected task.
  3. Expand the Task Options panel.
  4. Under the Task To section, select an option.
    The corresponding pick list and a field appear.
  5. Select the user or group to which you want to assign the task and click OK.
  6. Under the Task To section, click Add.
    The selected user or group appear in the Assign To grid.