Assign A Task Action in Nintex workflow for Office 365 SharePoint online

how to use Assign A Task Action in Nintex workflow
InfoPath alternatives for form designing SharePoint

In this post we will discuss how we can use Assign a task workflow action in Nintex workflow for Office 365 and SharePoint online. First of let us understand what a task is in SharePoint 2013. A task in SharePoint is used to assign work to a person or group, aslo then track the progress of the work. SharePoint by default provides two workflow actions in SharePoint designer to work with tasks.

1- Assign a task: As the name suggest this action used to assign a task to a single user and then directs the workflow based on the outcomes.
2- Start a task process: This workflow action is used to assign a task to multiple participants.

Nintex workflow for Office 365 also provides the above two workflow action. The major difference between the out of box and Nintex workflow action, By using Nintex action we can easily with less time we can develop our workflow.

Also you can read:
– Working with Nintex workflow for Office 365 SharePoint Online

– Write to ULS log using PowerShell in SharePoint 2013

– Steps to create Site column using Visual Studio 2013 in SharePoint 2013

For this particular demo, I have created a simple custom list which has only a Title field. You can add your own list, with custom fields. To start developing the workflow, Open your sharepoint online list and from Ribbon click on Nintex workflow button, this will open the workflow Gallery page. In the workflow gallery page, click on the Create New Nintex workflow button to create a new workflow. Then will open the create workflow screen.
Assign a task workflow action is present in the User Interaction section, drag and drop an assign a task workflow action, it should look like below:

nintex workflow examples
nintex workflow examples

Now click on the small arrow in the assign a task action to configure.

nintex workflow sharepoint
nintex workflow sharepoint

This will open the dialog box to configure the workflow action.

– Participant: You can put the user name or email address to whom you want to assign the task. Apart from putting directly, you can also take advantage of the lookup to dynamically populate the participant. Like suppose you are working on a leave request workflow and if you want to assign the task to the user’s manager then you can click on the small finder icon. Then you can choose Workflow Context and choose Manager email address, display name or login name. This will be the manager name of the person who is starting the workflow. Then click on Insert.

nintex workflow sharepoint 2013
nintex workflow sharepoint 2013

For this example, I have added one user name.

– Task Title: Here you can put the task title. In this case I have just added Task Name: {Current Item:Title}
At the run time it will added the Item title. I added from the lookup from Insert Reference.

nintex workflow sharepoint 2013 examples
nintex workflow sharepoint 2013 examples

– Description: You can add your own text or you can take advantages of lookups to add any dynamic value.

– Due Date: You can set a date by when the task should complete. Once the date over, the task will become overdue. You can give a static date by the help of calendar control or you can take the help of lookup columns to create the due date.

nintex workflow sharepoint 2013 tutorial
nintex workflow sharepoint 2013 tutorial

– Releated Item: Select a related item, In this case we have choose the default current item.

– Task outcomes: You can define outcomes for the task, by default it provides two: Approved and Rejected. You can add your own outcomes. Once you add your own outcome it will add a branch of child actions. Let us say I have added one custom outcome (Cancelled) like below.

http://localhost:47446/photo/

nintex workflow tutorial
nintex workflow tutorial

Then once you will click on OK, you can see it will add an additional branch as called.

nintex workflow tutorial pdf
nintex workflow tutorial pdf

nintex workflow tutorial pdf

– Default outcome: You can set a default outcome, this will be used if the the task is not successfully completed.
– Allow LazyApproval: This is one of the unique feature of Nintex workflow. If you will check this check box, then users can approve or reject via email response.

– Wait for task completion: If you check this check box, then the workflow will pause here unless until the task completes.

– Initial email options: This email will trigger to the Participant. The beauty of Nintex here is, by default everything is filled for you, like subject, Email body. But if you want to change you can format on your own way. To format an email body in sharepoint designer workflow required lot of affort. But here you can take the help of the editor to format the email as you want.

nintex workflow sharepoint 2013 tutorial pdf
nintex workflow sharepoint 2013 tutorial pdf

– Reminder email options: If you check Reminder email options checkbox, then reminder emails will be send to task owners when the task becomes over due. If you check Send reminder email checkbox, then it will ask to configure the frequency. You can send the reminder email Daily, weekly, montly as well as you can set the number of times you want to send the reminder email. By default it populates the email subject, body.

nintex workflow for office 365
nintex workflow for office 365

– Cancellation email options:

If the taks is cancelled then this email will be send. By default it provides the subject and body for the email. But you can change according to your requirement with the help of lookups.

– Escalate and auto-complete options: This is a good option if you want some action to happen if user is not responding to a task. Either you can Auto complete the task or you can Escalate to a person or group.

If you select Escalate to a person or group, then it will ask you the date when you want to escalate as well as the person or group name to whome you want to escalate. If you will check the check box “Inform original participants”, then it will trigger both an email. Again the Subject and Email body both are populated by default. But you can change as per your requirement.

sharepoint nintex workflow examples
sharepoint nintex workflow examples

Apart from escalate, you can auto complete also. When you choose “Auto complete the task” option. It will ask for the auto complete on (Date) and What task outcome you want to set like Approved, Rejected etc. Also it will trigger an eamil.

nintex workflow sharepoint 2010
nintex workflow sharepoint 2010

Task Item ID: This will store the List item ID of the task that was just created. Sometimes this will be very much useful.

After this I have added three Log to History List just to capture the task outcome. So my workflow looks like below:

Assign A Task Action in Nintex workflow
Assign A Task Action in Nintex workflow

Then click on the Setting option in the ribbon to set the workflow setting. In this dialog box give a name for the workflow, Description for the workflow. Apart from this set the Task list, history list. In the start option I have just set, start the workflow manually.

Then publish the workflow, once published successfully, go back to the list. Add one item to the list. Then go to the particular item and start the workflow manually. You willl se the user will get one email like below:

how to use Assign A Task Action in Nintex workflow
how to use Assign A Task Action in Nintex workflow

Till user take an action, the workflow will be pause mode only because we have checked the check box “Wait for task completion” option.

User can click on the link and then click on Edit item to take action like Approve or Reject. Then the workflow will complete. Hope this will be helpful.

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About Bijay Kumar

I am Bijay from Odisha, India. Currently working in my own venture TSInfo Technologies in Bangalore, India. I am Microsoft Office Servers and Services (SharePoint) MVP (5 times). I works in SharePoint 2016/2013/2010, SharePoint Online Office 365 etc. Check out My MVP Profile.. I also run popular SharePoint web site SharePointSky.com

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