Best practices
We discussed many aspects of assigning tasks in Appian in detail. I would like to recap the most important ones.
Using groups
When talking about task assignments in Appian, the most essential best practice is to use groups whenever possible. When you need to split up groups to reflect certain organizational structures, just do that.
Let's discuss an example in more detail. We want to assign tasks based on specific skills to maximize efficiency. First, create groups for each skill and add people based on their individual skills. Then, create groups for each task and add the skill groups that best match the specific requirements.
The assignment of people to skill groups as well as the assignment of skill groups to tasks can be made available to managers, allowing them a maximum of flexibility.
Task due date
Next, each task has a due date! Why would you assign a task if you aren't concerned about when it is completed? Add escalations to make...
