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Role Assignments

April 11, 2019

The Process Street team is excited to announce the release of our brand new role assignments feature.

With Role Assignments, you can pre-assign tasks to different roles on your team.

Note: Role Assignments are a feature on our Standard Plan.

This is useful for larger teams where different people might complete a task depending on their role or if you want to dynamically invite external users to complete a specific task:

There are 3 ways in which you can assign a role to a task:

1. Using the checklist creator.
2. Using the members form field.
3. Using the email form field.

Find out how to configure each option in our role assignments help article.

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