How to Bulk Assign Workflow & Task

Modified on Mon, 26 May at 4:59 PM

Last Updated: May 20, 2025

Overview:

Admins may now bulk assign workflows & tasks to multiple employees at one go. This helps save admins time and reduce need to perform repeat actions.

In Workflows > Dashboard, you’ll find two tabs: By Task and By Employee.
On either the By Task or By Employee tab, admins can bulk assign tasks and workflows, as well as preview or load existing templates.

Step 1: Click Assign
Step 2: Select the workflow you would like to assign
Once you select the workflow, the tasks associated with the selected workflow will be automatically loaded.

Load the tasks from the workflow template.

You can also select additional tasks from the dropdown to assign, on top of the loaded tasks from the workflow template.

Step 3: Set task triggers
You can also configure task triggers individually for each task.

Step 4: Select employees to assign the tasks
You can search for employees by name, department, position, company, or location.

You can also use filters to narrow down and select specific groups of employees. This makes it easier to identify those who need the tasks assigned.

Please refer to Why Can't I Assign Tasks to Some Employees? if you're unable to assign to some employees.

Step 5: Review & assign
Review the selected tasks and assigned employees carefully before finalizing the assignment.

Once tasks are assigned, you will be brought to the dashboard.
- If the user begins the assignment flow from the By Task tab, they will be redirected back to the By Task page after completing the assignment.
- If the user starts from the By Employee tab, they will return to the By Employee page upon completion.

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