I’m trying to assign the purchasing workflow to my VA for 2 different suppliers. Is there a way to assign the 2 tasks all at once or do I need to wait until he’s done with one supplier before I can assign him a task for the next supplier? Thanks.
@lklar If you are always going to assign this task(s) to the VA, consider doing the following:
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Edit the template
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Go to the Task(s) in the workflow you assign to the VA
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Assign them to the VA within the template
Then the steps will automatically be assigned to the VA when you start a new workflow.