Assign a task to multiple users

Use the Assign a task to multiple users action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to assign a task to one or multiple users at the same time. The workflow will continue based on the outcomes provided by the assignees.

When you configure an Assign a task to multiple users action, a Form-based, Express approval, or combination task type is created. The workflow sends the task to the task assignees Recipient of a task. and then pauses until an outcome is decided. Depending on the completion rule you select, the task can be completed by assignees when the rule is satisfied; otherwise, the default outcome is used.

Before you begin:

Understand Variables

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Configure the Assign a task to multiple users action
Assign a task to multiple users fields, buttons, and settings

Configure the Assign a task to multiple users action

Important:

Emails from tenants with a trial license can be sent only to email addresses of domains registered in the tenant. To see the list of registered domains in your Nintex Workflow tenant, go to Settings and then select Domain management. For more information about domain management, see Domain management.

Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.
Type a Task name.
Type a Task description.
Enable the Task type toggle you want for the action. The following options are available:
- Task form
- Express approval
You must select at least one task type or both. For more information, see Task type.
If you enable the Task form toggle as the Task type, you will need to configure the form:
1. Click Design form to open the forms designer.
2. Define controls, rules, and styles as required for this task form.
3. Click Apply changes.
Define the Outcomes for the task. For more information, see Add multiple outcomes. The outcome fields displayed will vary based on the selected Task Type and Outcomes.
1. To define task outcomes, enable the Multiple outcomes toggle and type the Outcomes you want.
2. To add more outcomes to the action, click Add outcome. A branch is created for each task outcome you define.
3. If you enable Express approval toggle as the Task type, type the Express approval term that your assignees must respond with to complete the task.
  Note: Express approval term field is only displayed when the Multiple outcomes toggle is disabled and the Express approval toggle is enabled.
4. Select Completion rules.
To require users to sign in to Nintex Workflow to access the task form, enable the Assignee authentication toggle. For more information, see Enable Assignee authentication.
Add the Assignees and select the Assignment behavior.
In the Message section, type the Subject and the Message body. To expand the message body window and to see more options in the toolbar, click (Expand editor). For email file attachment information, see Add file attachments to the task email.
To send reminders to the assignees at intervals you specify, enable the Reminders toggle. For more information, see Assign a task to multiple users fields, buttons, and settings.
To escalate the action and send the task to the recipient you specify, or complete the task with an Autocomplete outcome, enable the Escalation toggle. For more information, see Define the task escalation.

Enable Assignee authentication

With the Assignee Authentication toggle enabled, you can require task assignees to sign in to Nintex Workflow to access and complete the task. If disabled, assignees can access and complete the task without signing in.

Note:

User directory lookup configuration is recommended for assignee authentication. The prerequisite to user directory lookup is to configure Identity federation. For more information, see User Management.
Currently, you can only connect to Azure Active Directory to assign tasks to users in your directory.

Open the action configuration panel. For more information, see Add an action to the workflow.
In the Assignee section, enable the Assignee authentication toggle (enabled by default).
Type in the Assignees field to filter and select a user. Only the following users can be selected:
- Users who are already listed in the User Management page.
- Users from your Azure Active Directory, provided you have configured User directory lookup. Once an assignee is selected from the Azure Active Directory, the assignee's account will be auto-onboarded into the User Management page.

The selected users will need to sign in to Nintex Workflow to access and complete the task.

If you're using a variable instead of selecting users, the variable should be in the email address format.

For more information, see Assign a task to multiple users fields, buttons, and settings.

Define the task escalation

You can configure the due date for the task. If the assignees don't respond to the task within the time frame you set, then the action does one of the following:

Escalates by sending the task to another assignee.
Autocompletes the task with a selected outcome.

Open the action configuration panel. For more information, see Add an action to the workflow.
In the Escalation section, enable the Escalation toggle, and select to use a date variable or calculate the amount of time:
- Use a date variable.
  1. Click Use date variable.
  2. For Due date, select a date variable.
- Calculate the amount of time.
  1. Click Calculate date.
  2. For Number, type a value or select a variable (decimal or integer type).
  3. For Unit of time, select a time unit.
Select an Activity on due date.

If you select Escalate, in the Escalation assignee field, type an email address. Optionally, enable the Customize email toggle to send a customized message when the task is escalated.
If you select Autocomplete, select an Autocomplete outcome.

Note: You can choose an Autocomplete outcome only when the Multiple outcomes toggle is enabled. If Multiple Outcomes toggle is disabled and Express approval toggle is enabled, the Express approval term is selected automatically. If the Multiple Outcomes toggle is disabled and the Express approval toggle is disabled, the Autocomplete outcome is automatically set to Autocompleted.

For more information, see Assign a task to multiple users fields, buttons, and settings.

Use task outcomes, Form variables, and task responses in your workflow

When the Assign a task to multiple users action is configured, the following variables are created based on the task name:

First Response - An object variable that contains the name of the first responder and the response outcome. It also includes the Response method and Express approval comments, if the Express Approval toggle is enabled and a comment is provided. For more information, see Express approval.
Task Responses - A collection variable that contains the names and outcomes of all responders to the task, including the first responder.

Both variables contain the same type of information. The only difference is that First Response includes only the first responder's details, while Task Responses includes every response.

To find them in the Insert variables or Variables panel, click the task name object for the Assign a task to multiple users action.

The First Response object is a single-value variable that can be referenced directly. However, Task Responses is a collection of objects formatted as a JSON string, and cannot be referenced directly.

To access individual values in the Task Responses collection, use Loop for each action in your workflow. When configuring the Loop for each action, set the Target collection field to Task Responses.

For more information, see Add an action to the workflow and Loop for each.

Once the Loop for each action is configured, you can reference the individual values in the collection using the Insert variables or Variables panel. Click Loop for each variable > Loop for each Object > Current item object.

The task response variables will then be available for selection and use in your workflow.

When using the Task Form task type, the following variables are created:

Form URL - The URL that an assignee can use to access the form.
Task name (Form link) - A hyperlink to the form URL using the task name.

Additionally, with this task type, the First Response object and the Task Responses collection include a form variables section. This allows data entered into controls on the task form to be accessed in the following workflow actions.

You can only use these variables in the Message body of the Assign a task to multiple users action.

Note: When you use Start event variables or workflow action variables in your workflow, the workflow object is dynamically added to the form toolbox. You can use the data from these object variables in a form. For more information, see Workflow Objects.

For more information on using variables in workflows, see Variables.

Assign a task to multiple users fields, buttons, and settings

Section

Field

Description

Variable types

(Unlabeled)

Task name

The name of the task. For more information, see Tasks.

Text, Decimal, Integer, Boolean, DateTime, Collection

Task description

Description of the task the action sends to the assignee.

Text, Decimal, Integer, Boolean, DateTime, Collection

Task type

Task form

Allows you to design and save a task form for the action. You can use this task type when you want to collect information. For example, use a task form to collect information from a new employee or for a support ticket. Users can respond to the task via My Nintex, Nintex Mobile, or by clicking the form URL in an email. This task type can also be used together with the Express approval task type.

Click Design form to open the forms designer.

Note: After you design a form and apply changes, this changes to Edit form in the configuration panel. You can then click Edit form to make additional changes to the task form.

(n/a)

Disable send email

When enabled, task email notifications are not sent to assignees. This option doesn’t apply to Express approval tasks and isn’t displayed when the Express approval toggle is enabled.

Express approval

Use this task type when you need a simple outcome from users, like Accept or Reject. Users who respond via email can also enter comments (up to 500 characters) with the task response.

Note:

Sensitivity labels in email messages are not supported and will result in an invalid response to the task.
If your Express approval task response emails are not allowing user comments in a workflow that you previously created, disable and re-enable the Express approval toggle for the task.

You can also use this task type with an action with only one branch when assignees do not need to select an outcome, but are required to acknowledge that they have completed the task. For example, use this task type with one branch (no multiple outcomes) if you simply need users to acknowledge a task.

When Express approval toggle is enabled, the Smart response detection toggle is displayed. This is available only if the feature is enabled in the AI features for the tenant.

When Express approval toggle is enabled and Multiple outcomes toggle is disabled, the Outcomes are not displayed and you can specify the Express approval term.

When Express approval toggle is disabled and Multiple outcomes toggle is enabled, you can configure the action to allow assignees to select an outcome.

Users can respond to the task via My Nintex, Nintex Mobile, or by replying to an email. This task type can also be used together with the Form task type.

(n/a)

Smart response detection

Displayed when the feature is selected in the AI features for the tenant and the Express approval toggle is turned on for the action.

Enable the toggle to turn on smart response detection for express approval task responses. With this enabled, task responses from assignees don’t need to be an exact match to one of the Express approval terms. Smart response detection will analyze and evaluate the response, considering things like the tense, spelling mistakes, and similar terms, and select the closest approval term.

Smart response detection requires a certain confidence level to function effectively. If the response doesn't meet that level and seems too unclear, it's taken as an invalid response. The task assignee will get an email about the invalid response and is asked to respond again.

(n/a)

Outcomes

Multiple outcomes

Enable to allow task assignees to choose from multiple task response options. Each outcome has its own branch in the action.

When Multiple outcomes toggle is disabled and Express approval toggle is enabled, the Express approval term field is displayed, which requires assignees to respond with the Express approval term.

Note: Disabling the Multiple outcomes toggle, deletes all branches and contained actions, and causes any form rule that references the outcomes to error.

(n/a)

Express approval term

This field is displayed only when the Multiple Outcomes toggle is disabled and the Express approval toggle is enabled.

The message that you want an assignee to respond with after completing a task.

The Express approval term you specify is displayed in the Footer text of the email that is sent to assignees. For information about what's displayed in the footer, see Footer text.

Text

Outcomes

The possible responses for completing the task.

The outcomes you define here determine the branches of the action.

By default, the Assign a task to multiple users action creates Reject and Approve outcomes. You can add, edit, and delete outcomes. To edit an outcome name, type in the outcome name field.

If you add a new outcome, another branch is added to the action. The outcomes appear as options in the Required outcome and Default outcome drop-downs.

(n/a)

Add outcome

Click to add task outcomes.

If you add a new outcome, another branch is added to the action.

If you add an outcome while the Multiple outcomes toggle is disabled, the Multiple outcomes toggle switches to enabled.

The maximum outcomes that you can add is 30.

(n/a)

Deletes an outcome.

The Delete icon is displayed only if you define more than two outcomes.

(n/a)

Completion rules

The rule that determines the overall outcome of the task based on the response from assignees.

Select one of the following options:

All assignees must respond: A task is completed when all assignees respond. The workflow proceeds using the outcome with the majority of responses. For example, if the majority of the assignees respond with Approve, then the workflow will use the Approve outcome.

In the case of a tie, the outcome received with the first response is used. For example, if the outcomes are Approve and Reject and an equal number of three responses are received for both outcomes but the first response received is Reject, then the workflow uses the Reject outcome.
First response completes the task: A task is completed when one assignee responds. Without waiting for more responses, the workflow will proceed using the outcome from the first response. For example, if the first response received is Reject, the workflow proceeds using the Reject outcome immediately.
Wait for a specific response: The task will wait until the required outcome is received. If the required outcome is not received, the default outcome is used. For example, there are three outcomes, Approve, Reject, and Review, and the default outcome is Review. If the required outcome is Approve but all assignees respond with Reject, then the workflow will use the Review outcome.

The Wait for a specific response rule is available only if the Multiple outcomes toggle is enabled.
Wait for percentage of a response: The task will wait until the required percentage of the required outcome is achieved. If there are no outcomes, the task will wait until the required percentage of responses is achieved. For example, if you need 60% of assignees to agree on an outcome, and you set the required outcome to Approve, then the task will wait until 60 percent of the assignees respond with Approve outcome.

Note: The Default outcome, Required percentage, and Required outcome fields that are displayed depend on the completion rule you choose.

(n/a)

Default outcome

The outcome to use if the required outcome is not received or if the required percentage of a response is not achieved.

The field is displayed only if you select one of the following completion rules:

Wait for a specific response
Wait for a percentage of a response

(n/a)

Required percentage

The percentage of a specific response from assignees that must be achieved.

The Required percentage field is displayed only when you select Wait for percentage of a response.

Integer

Required outcome

The response that must be received or achieved before a task is completed.

The field is displayed only if the Multiple outcomes toggle is enabled and options for the required outcome depend on the outcomes you specify.

(n/a)

Assignee

Assignee authentication

Enable (enabled by default): The assignees must sign in to Nintex Workflow to access the task form.
Disable: The assignees can access the form without signing in to Nintex Workflow.

If the Assignee authentication toggle is disabled and the Express Approval toggle is enabled, the Verify responder's email address is displayed.

(n/a)

Verify responder's email address

Requires assignees to respond only from their email address. Responses received from other email addresses will not be accepted.

This field is available only if you enable the Express approval toggle and disable the Assignee authentication toggle.

Assignees

Recipients of the task.

Type in the Assignees field to filter and select users. Use semicolons to separate multiple email addresses.

Note:

You can search for and select up to 20 users.
Tasks are sent to assignees, depending on the selected assignment behavior.

Tip: If you're using a variable in the Assignee field, we recommend using the assignee's email address in Text format. Searching for a user's first name and last name may not return a unique value, causing the action to fail.

Text, Collection

Assignment behavior

The order that a task is assigned to users.

Parallel: assign to all users at the same time: Tasks are assigned to all users at the same time.
Sequential: assign to users one at a time: A task is assigned to the next user only after a response is received from the current user.

(n/a)

Message

Sender display name

The From name in the email that the action sends. The sender display name is followed by the default sender.

For example, if your Sender display name is "Marketing Team" and the default sender is nintex@workflowcloud.com, the From field in the email displays as: Marketing Team <nintex@workflowcloud.com>.

If you don't enter a sender display name, then the email shows the default sender in the From field.

Text, Decimal, Integer, Boolean, DateTime, Collection

Cc recipients

Email addresses for the Cc line in the email message sent by this action. Cc recipients receive a copy of the task email, and all recipients can see who was included in Cc. Use commas or semicolons to separate multiple email addresses. Do not select a null variable.
A maximum of five recipients is supported. If more than five addresses are added, only the first five will receive the email.

Text, Decimal, Integer, Boolean, DateTime, Collection

Bcc recipients

Email addresses for the Bcc line in the email message that the action sends. Bcc recipients receive a copy of the task email, but their addresses are hidden from all other recipients. Use commas or semicolons to separate multiple email addresses. Do not select a null variable.
A maximum of five recipients is supported. If more than five addresses are added, only the first five will receive the email.

Text, Decimal, Integer, Boolean, DateTime, Collection

Subject

Subject of the email message that the action sends.

Text, Decimal, Integer, Boolean, DateTime, Collection

File attachments

Variables representing files to attach to the email that the action sends.

Collection, File

Message body

Body of email message that the action sends. To expand the message body window and to see more options in the toolbar, click (Expand editor).

Toolbar buttons

Button	Tooltip	Description
	Bold	Apply bold formatting to the selected text.
	Italic	Apply italic formatting to the selected text.
	Underline	Apply underline formatting to the selected text.
	Strikethrough	(Displays only in the larger panel that's displayed when Full screen is selected.) Apply strikethrough formatting to the selected text.
	Subscript	(Displays only in the larger panel that's displayed when Full screen is selected.) Convert the selected text into a subscript.
	Superscript	(Displays only in the larger panel that's displayed when Full screen is selected.) Convert the selected text into a superscript.
	Block quote	(Displays only in the larger panel that's displayed when Full screen is selected.) Highlight selected text quoted from another source.
	Font family	(Displays only in the larger panel that's displayed when Full screen is selected.) Apply a font style to the selected text. The default font name is Open Sans.
	Font size	Select the size of the font for the selected text.
	Font color	Change the text color for the selected text.
	Font Background color	Apply a background color for the selected text.
	Insert/Remove Numbered List	Convert the selected text into one or more numbered list items.
	Insert/Remove Bulleted List	Convert the selected text into one or more bulleted list items.
Paragraph	Formatting styles	Apply formatting styles from h1 to h6 to the selected text.
	Text alignment	Align the selected text to left, right, center or justify. When justified text is distributed evenly between margins when this is selected.
	Link	Add a hyperlink to selected text. When you click the Link button, the Message body window presents two additional fields relating to the hyperlink: URL and Text. Type the URL and amend the Text if necessary. Click OK to confirm the hyperlink for the text.
	Unlink	Remove a hyperlink. The unlink button becomes available after you click a hyperlink in the message body.
	Decrease indent	(Displays only in the larger panel that's displayed when Full screen is selected.) Decrease indentation for the selected list items.
	Increase indent	(Displays only in the larger panel that's displayed when Full screen is selected.) Increase indentation for the selected list items.
	Expand editor	Display the field and toolbar buttons in a larger panel with additional toolbar buttons available.
	Remove format	(Displays only in the larger panel that's displayed when Full screen is selected.) Removes the formatting on the selected text.
	Table	(Displays only in the larger panel that's displayed when Full screen is selected.) Opens a dialog to insert a table. Click inside the table to access the contextual toolbar, where you can add or remove columns, merge cells, or split cells.
	Image via URL	(Displays only in the larger panel that's displayed when Full screen is selected.) Opens a dialog to add the image URL. Click on the image to access the contextual toolbar, where you can include alternative image text, caption, and styles.
	Source	View or edit the HTML version of the message body.
	Horizontal line	Insert a horizontal line above or below.
	Accessibility help	Displays a list of keyboard shortcuts available for use in the editor.

Text, Decimal, Integer, Boolean, DateTime, Collection

Footer text

When the toggle is enabled, footer text is automatically added to the end of the message body in the email that the action sends. The footer text that is included is based on the task type.

Task form: You may complete this form: [URL link to form].
Express approval with multiple outcomes: You may reply to this email with: "Reject", or "Approve" followed by a comma and any comments.
Express approval with one outcome (no multiple outcomes): You may reply to this email with: "Proceed" followed by a comma and any comments.
Express approval with one outcome (no multiple outcomes) and Task form: You may complete this form: [URL link to form], or you may reply to this email with: "Proceed" followed by a comma and any comments.
Express approval with multiple outcomes and Task form: You may complete this form: [URL link to form], or you may reply to this email with: "Reject", or "Approve" followed by a comma and any comments.

This footer text cannot be edited. If you want to add your footer text, disable the Footer text toggle and append the required footer text to the end of the message body.

When the Footer text toggle is disabled, the email the action sends does not automatically include footer text after the message body. You can add your own Task form links using variables so your assignees can access the forms and respond appropriately.

(n/a)

Reminders

When you enable the Reminders toggle, the action sends reminders to the assignees at intervals you specify.

When disabled, reminders are not sent to the assignees.

Example: If you enable the Reminders toggle, set Number to 1 and Unit of time to Hour(s), a reminder will be sent 1 hour from the start of the task assignment.

(n/a)

Number

Displays when you enable the Reminders toggle.

The quantity of Unit of time before the action sends the first email reminder to the assignees.

Decimal, Integer

Unit of time

Displays when you enable the Reminders toggle.

Time unit used with the Number field for the first email reminder.

(n/a)

Customize email

Displays when you enable the Reminders toggle.

Presents the Custom email section and fields for reminder emails the action sends. See the Subject, Message body and Footer text information above.

(n/a)

Subsequent reminders

When you enable the Subsequent reminders toggle, the configuration panel presents additional Number and Unit of time fields. The action sends subsequent reminder emails for the task to the assignees as frequently as you define in the Number and Unit of time fields until the task is completed.

When disabled, the action does not send additional reminders for a task.

Example: If you enable the Subsequent reminders toggle, set Number to 2 and Unit of time to Hour(s), subsequent reminders will be sent for every 2 hours after the first reminder.

(n/a)

Number

Displays when you enable the Subsequent reminders toggle.

The quantity of Unit of time before the action sends subsequent email reminders to the assignees.

Decimal

Unit of time

Displays when you enable the Subsequent reminders toggle.

Time unit used with the Number field for the subsequent email reminders.

(n/a)

Escalation

When you enable the Escalation toggle, the configuration panel presents additional fields. The action escalates and sends the task to the recipient you specify, or completes the task with the selected Autocomplete outcome.

By default, Use date variable is selected, which presents Due date and Escalation assignee fields.

When you do not enable the Escalation toggle, the action neither escalates nor autocompletes.

(n/a)

Use date variable / Calculate date

Select to either use a date variable from your workflow or a set amount of time after the task is first created to escalate the task.

This is selected, by default.

(n/a)

Due date

Displays when you select Use date variable.

The date the action escalates or autocompletes the task.

DateTime

Number

Displays when you select Calculate date.

The quantity of Unit of time before the action escalates or auto-completes the task.

Example: If you enable the Escalation toggle with Calculate date, set Number to 2 and Unit of time to Hours(s), an escalation email will be sent 2 hours after the start of the Assign a task to multiple users action.

Decimal

Unit of time

Displays when you select Calculate date.

Time unit used with the Number field for the escalation email that is sent to the assignees.

(n/a)

Activity on due date

Defines the activity that occurs when an assignee fails to respond to a task by the due date. Select one of the following:

Escalate: Escalates and sends the task to the Escalation assignee.
Autocomplete: Applies the Autocomplete outcome to the task on the due date.

(n/a)

Escalation assignee

The recipient of the task escalation.

This field is displayed only when Activity on due date is set to Escalate.

For information on how tasks can be reassigned or delegated, see Tasks.

Text

Customize email

Presents the Custom email section and fields for escalation. See the Subject, Message body and Footer text information in the Message section above.

This field is displayed only when Activity on due date is set to Escalate.

(n/a)

Autocomplete outcome

The outcome that is applied automatically when an assignee fails to respond to a task.

These are the options for the Autocomplete outcome:

If Multiple Outcomes toggle is enabled, you can choose the Autocomplete outcome from the list of outcomes that are identified in the Multiple outcomes section.
If Multiple Outcomes toggle is disabled and Express approval toggle is enabled, the Express approval term is selected automatically as the Autocomplete outcome.
If Multiple Outcomes toggle is disabled and Express approval toggle is disabled, the Autocomplete outcome is automatically set to Autocompleted.

This field is displayed only when Multiple Outcomes toggle is enabled, Escalation toggle is enabled, and Activity on due date is set to Autocomplete.

When a task is autocompleted, the status of the task in the Tasks page is displayed as Autocompleted.

(n/a)