Assigned To Input

This is the input that adds the workflow to a template. It is the critical component for assigning responsibility, due dates, and response options.

Written By Patrick

Last updated 3 days ago

  • Use Planner flag is what makes the input Complex and gives the user the workflow nodes. Donโ€™t check this box for templates that will be created on mobile. EXAMPLE: Right now the Safety and Quality Observations use Assignees without Use Planner.

  • Default Days Ahead will set a Due Date if the user does not.

  • Response Types come down to moving the ball-in-court Forward or Backward and then giving that action a name. Examples in the screen shot below.

Complex Assignee Example [Use Planner = Checked]