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How to Assign Tasks to a Custom Responsible Person

To assign a user with a personalized relationship to the person being onboarded as responsible for an Onboarding task, follow these steps:

  1. Create a custom field of the User type.
    For more information on how to create custom fields, check out the article:
    - How do I create a custom profile field?
  2. Assign a value to those user-type profile fields for each user.
  3. Create an Onboarding process with tasks assigned to that custom profile field.

  4. Finally, the team member responsible for completing the task will see it in the Tasks module with a label indicating who the task is for.

This way, you can create tasks assigned to users with personalized relationships.

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