cancel
Showing results for 
Search instead for 
Did you mean: 
kpatterson
Nintex Newbie

How to assign a task to a Group in "People and Groups"?

I’m new to SharePoint Online and Nintex Workflows, but am working on building a workflow for travel approvals and authorizations.

In essence, the Traveler should be able to submit a travel request/item within a List, and from there the request is then routed to a line of approvers.

I have most of the workflow built out, but am running into issues with assigning tasks to the next approver in line as most of them exist in a specific “Group” (housed within the site’s “People and Groups”) and not within a List or the “Current Item” itself.

Is there a way to “Assign a Task” to a “Group” within the SharePoint site’s “People and Groups”?

Any advice would be greatly appreciated!

Labels: (1)
0 Kudos
Reply
4 Replies
Highlighted
sakhatri
Nintex Newbie

Re: How to assign a task to a Group in "People and Groups"?

Hi Kristin Patterson‌,

To assign a task to a SharePoint group while using the "Assign a Task" Action , just add in the group name against the Participant option 

Regards,

Saud Khatri

Reply
praios81
Nintex Newbie

Re: How to assign a task to a Group in "People and Groups"?

Hello Kristin Patterson‌,

in addition to Saud Khatri‌s reply I prefer using the action Start A Task process. When working with groups it gives you more flexibility how the tasks are generated. If you open the action's properties you can expand the assignee options that hold helpful settings:

You can decide to send one task to the group or each group member and how the results are collected (serial/parallel) and so on.

Best regards

Enrico

Reply
kpatterson
Nintex Newbie

Re: How to assign a task to a Group in "People and Groups"?

Thank you so much!!

Reply
kpatterson
Nintex Newbie

Re: How to assign a task to a Group in "People and Groups"?

This is fantastic! Thank you for sharing this!

Reply