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Add To Group

Describes how to set up the Add To Group task.

Updated over 7 years ago

Use this task when you want to add a person to an existing group. Note that if the person is already a current member of the group, they will not be added again.

The following configuration is available:

  • Name - the name of the task. This appears in the left hand task listing and wherever the task is shown (change logs and drop downs).

  • Description - a brief description for the task. This only appears in the left hand task listing.

  • Group - search for the group in the input box. Once selected, fields below will appear. 

  • Role - the person's role within the group (e.g. member, leader)

  • Positions - if the group has positions defined, check the ones the person should have.

Once you are finished configuring the task, click on "Save" to finish adding it to the process.

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