To assign a user with a personalized relationship to the person being onboarded as responsible for an Onboarding task, follow these steps:
- 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? - Assign a value to those user-type profile fields for each user.
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Create an Onboarding process with tasks assigned to that custom profile field.
- 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.