How to assign a Resource on an Action

  1. Log in to the HTML5 client.

  2. Select the Actions Center workspace.

In the Actions Grid

  1. In the Actions Grid, Assignee column, click on the Hamburger (Hamburger) button and select a User.

  2. The Assignee is automatically updated in the Actions Grid.

In the Action Card

  1. In the Actions Grid, click on the Open button available on the right-hand side of the Action Name to open the Action Card.

  2. In the Action Card, click on the Add Assignee label.

  3. Select an Assignee in the list.

  4. Click on the CLOSE button to close the Action Card.

  5. The Assignee is automatically updated in the Actions Grid.