Although you can use Process Bliss by yourself, it becomes more useful when assigning tasks, or steps within tasks, to other people. You can assign tasks and steps to anyone - even if they do not yet have a Process Bliss account, an email will be sent to them asking them to create an account.

In this video, we show you how to assign tasks to your colleagues and invite them to your organisation. 

By default, steps are assigned to the person who is assigned the whole task or template. 

To assign a task or step to someone else, click in the "Assigned to" section under the task or step name.

If the person is already a member of your organisation, you can type in their name and select the correct person from the list.

If the person doesn't belong to your organisation, or hasn't created a Process Bliss account yet, you can type in their email address and then the tick icon to save.

The person will receive an email inviting them to create a Process Bliss account when the task is published.

You can also assign templates, and steps on templates, to people in the same way.

Useful Links:

Did this answer your question?