Adding Tasks to a Step

To add a new form or content to a step:

1. Navigate to the Processes list
2. Select the Name of the process you wish to edit
3. Select Add Activities

4. Select Tasks

5. Select the check box next to the form you want to add (multiple can be selected at once)

6. Select who the task should be assigned to
   • Tasks can be assigned to a Role or to a specific Team Member. The task assignee will be the person assigned to the role at the time the task is initiated. 

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