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    Assigning a Planning Workflow Step
    • 13 Oct 2023
    • 1 Minute to read
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    Contents

    Assigning a Planning Workflow Step

    • Updated on 13 Oct 2023
    • 1 Minute to read
    • Contributors
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    Article summary

    How to Assign a Single Step

    • From any planning application, click Workflow to get started
    • Then, click "Unassigned" or the name of the assigned user to reassign, assign, or unassign the workflow step
      Planning, Workflow, Click Assigned to, Assign Step.png


    How to Bulk Assign Workflow Steps

    • In the Workflow, click the Actions button
    • Click Bulk Assign Steps
      Planning, Bulk Assign Workflow Steps.gif


    Where to Find Steps Assigned to Me?

    From the Dashboard

    • Click the CommunityCore log to jump back to the Dashboard
      Click Logo to jump to Dashboard.png


    • Click on My Planning Work
      Dashboard, My Planning Work.png


    From the Planning Grid

    Planning, Planning Grid, Planning Work Tab.png

    My Planning Work

    What's Next