Assignment to the meetup
To assign users, you need to access the Tasks list (menu: Training - Tasks) and click the Assign button next to the desired task.
After that, the User assigning page opens with a list of all active users of the system.
It is possible to assign Users to Tasks - Meetup:
- Individually using the buttons:
(1) - Assign - to assign a user to a task
(2) - Remove - to remove the task assignment from the user - For group assignment - the Action (3) button. The button appears after selecting several or all users using the (4) checkboxes.
The sequence:- select all the necessary users with checkboxes (4);
- the "Actions" button appears;
- click on the "Assign task" line.
- Using the Assign as a list from a file button (5). Find more here.
- By automation rule, which is set at the stage of creating task – Meetup. Learn more about the process of assigning users by automation rule here.
All Users assigned to the Task will be highlighted with a colored background (manually assigned - light orange, according to the automation rule - blue).
If at the stage of creating task – Meetup there was a limit on the number of participants, then if you try to assign more participants than specified in the task, the system will display a message:
For task-meetups, it is important to assign a Curator (6).
To assign a Curator, users need to tick the checkboxes in the Curator (6) column. Only users from the list of users assigned to a task can be selected as a curator. One or more curators can be assigned to one task. No matter how many curators are assigned to a task, the number of users remains unchanged.
If a Meetup is used in the Program, you can define a Curator in the same way, only when assigning users to a Task-Program.