11 September, 2020In M-Files assignments can be included in workflows, transferring responsibilities for tasks to the correct person or as an individual request from one colleague to another for something as simple as reviewing or updating a document. HOW TO CREATE AN ASSIGNMENT? We all know that workflow assignments are created within the workflow and are designed according to an organisation’s processes. But how do users create an assignment outside of the organisation’s process within M-Files? Simple, within M-Files highlight the document or object you want to assign your colleague, right click select Create and select Assignment.
Fill in the required fields on the object card and select Create.
Your colleague will receive an email notification, along with the review document object link, informing them of their assigned task as per the information filled in on the object card.
They can then select the review document link in the email or go to the Assigned tab in M-Files to view the assignment.
Once the assignment has been completed by your colleague, they simply tick the assigned to tick box on the object card in M-Files and select save.
You will receive an email notification informing you that “The user X has marked the following assignment complete.” with a review link.
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