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Assign a workflow section to team members or external contributors

Use this dialog to assign the current workflow section to one or more internal project members and/or external collaborators by name and email.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the assignment dialog​

Open the 'Assign section' dialog from the workflow page; the dialog will display the section title and start loading the list of project members.

Step 2: Review available project members​

Wait for the list of project members to load; if loading takes a moment, a placeholder (skeleton) will be shown until members are available.

Step 3: Select internal assignees​

Use the member selection control to pick a project member and add them to the list of assignees; you can select multiple people as needed.

Step 4: Add external assignees (optional)​

Enter the name and email address for any external collaborator you wish to involve, and add them so they appear in the external assignees list.

Step 5: Confirm the assignment​

Once you have at least one internal or external assignee selected, confirm the assignment to apply it to the section; if an error occurs, you will see a toast notification.

Step 6: Close the dialog​

After the assignment has been processed, close the dialog to return to the workflow; you can reopen it later to update the assignees if required.

Last updated: 2025-12-08