Skip to main content

Assign a workflow section to project members or external reviewers

Assign responsibility for a specific workflow section to existing project members and/or external assignees by name and email.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Assign Section dialog​

From the workflow view, open the dialog for the relevant section (for example via an "Assign" or "Manage assignees" action) to see the assignment options for that section.

Step 2: Review available project members​

Wait while the system loads the list of project members; if loading takes a moment, a placeholder is shown until members are available.

Step 3: Select internal assignees​

Use the member selection control to pick one or more existing project members; each selection adds their user ID to the list of assigned users for this section.

Step 4: Add external assignees (optional)​

Enter the name and email address for any external person you want to involve with this section and add them to the list of external assignees.

Step 5: Confirm assignment​

Once at least one internal member or external assignee has been added, confirm to save the assignments; the system sends the selected user IDs and external names/emails to update the section’s assignees.

Step 6: Close the dialog​

Close the dialog after saving or cancelling; the workflow view reflects any updated assignees for the section.

Last updated: 2025-12-08