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Process manager

Action Assign project

Process step Assign project

By clicking on the “Assign project” action, the following screen appears:

The following input options are available:

You define the start of the process step in the upper left corner. Here you can choose between the start “After completion of the previous” or after “x days after previous”. If “x days after previous” is selected, a further field is added in which you can specify the number of days.

For the responsibility, you can choose between the process owner, the maintainer of the property or contact data record linked to the process (provided, of course, that a property or contact data record is linked to the process step) or a direct user. The task is then assigned to the corresponding user after the process has been started and the user will see the task in his task list.
The “processor” is the start processor and is only taken into account when the task is created.

You can define a deadline for the completion of this process step in days. If after the start the process step has not been processed within the set time limit (specified in days), an email is sent to the process controller to inform him about the delay. The email contact of the process controller can be entered in the process settings (wrench icon).

Enter a comment on this process step here. This is displayed when the process step is executed.

Note that when the process step is executed, all other tasks created in the process are linked to the assigned project.