Assign a Task to a Group¶

Scenario¶

Use this example when a task should be offered to a group and the workflow should continue as soon as any group member completes it.

Prerequisites¶

• permission to edit groups
• permission to create processes and roles
• an existing user group or a set of users who can be added to one

Steps¶

Create the Group¶

1. Open Edit Groups.
2. Create a new group, for example Sales Team.
3. Add the users who should be able to complete the task.
4. Save the group changes.

Create the Process¶

1. Create a process such as Group Task.
2. Open the process in edit mode and select the pool.
3. Create three sequential tasks:
4. Start Task
5. Sales Approval
6. Completion

Create the Role¶

1. Add a role named Sales Team.
2. Assign the Sales Team group to that role.
3. Attach the role to the Sales Approval task.

Test the Process¶

1. Close the designer and commit the process changes.
2. Start the process from the folder.
3. Confirm that the approval task is available to group members.
4. Complete it with one member and verify that the process advances immediately.

Result¶

The task is now assigned to the group rather than to one user, and any authorised group member can complete it to move the workflow forward.

Example File¶

Process Definition

Related Pages¶

• Roles
• Tasks
• Edit Groups