Assign a task

Use the Assign a task actionA tool for building the processes, logic, and direction within workflows. to assign a taskA job assigned to a person. The workflow pauses until the assignee responds to the task. and direct the workflow based on the task outcome. The workflow sends the task to a recipient, and then pauses till an outcome is received. There can be multiple outcomes for the workflow instance depending on the task outcome received. For example, it allows a managing user to approve or reject a request.

You can also configure reminders for the task or set a due date for the task, which means the action escalates the task to someone else, or auto-completes the task.

A task created using the Assign a task action can only be assigned and sent to one user. Use the Start a task process action if you want to assign the task to multiple users.

External configuration

When Allow LazyApproval is selected and email attachments are used this action is not fully bounded by your Office 365 tenancy as it either calls outside of the tenant or executes on servers potentially running outside your region.

Before you start 

Configure the Assign a task action

  1. Click the User Interaction action group in the action toolbox.


    Type the action name or function in the Search field at the top of the action toolbox.

  2. Drag the Assign a task action to the point in the workflow when you want to assign a task.
  3. Open the Action Configuration window. For steps on how to open the Action configuration window, see Action configuration window
  4. Select a Participant to send the task to.
  5. Enter a Task Title.
  6. Select the SharePoint item related to the task in Related Item.
  7. Select a Default outcome to use if the task is not completed successfully.
  8. Click Save.

For more information on the fields, see Assign a task fields, buttons, and settings.