Add Additional Assignees to a Workflow Step on a Project

Objective 

To invite additional assignees to a step on a workflow already in progress on a project item. 

Background

After a workflow has been started on a project item, the Workflow Manager can assign new members to the current step of an active workflow.

Things to Consider

• Required User Permissions:
  • To invite additional assignees to a workflow step:
    • 'Admin' level permissions on the company's Directory tool. 
      OR
    • 'Admin' level permissions on the project's Directory tool.
    • Users with the 'Can be Workflow Manager' granular permission enabled on their permissions template.

Steps

1. Navigate to the Project item containing the workflow.
2. Click the vertical ellipsis in the workflow panel, then click Invite Additional Assignees.
3. Enter the necessary information in the following fields:
   • Assignees: Select one or more assignees to add to the workflow step. New assignees will be automatically notified by email.
   • Reason for Invitation: Add a reason the new assignees are being invited to the workflow. The reason entered will be visible to workflow managers, project administrators and company administrators.
   • Comments: Add any necessary comments. Comments will be visible to workflow managers, project administrators and company administrators.
   • Message for Assignees: Add a message that will be included in the email notification sent to new assignees. 
4. Click Send Invitation.

See Also

• Respond to a Workflow on a Project
• Restart a Workflow on a Project