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Add task to adhoc users in checklists

edited Sep 4, 2023 8:04PM in Journeys 1 comment

Summary

Ability to add users to complete task on an adhoc basis

Content

Hi -

We are trying to eliminate some forms available in our current sharepoint site and are looking to user the checklist functionality.  Basically we want the system to generate a form where HR can add details and it gets routed through the approval chain.  Currently users add the approvers manually in the Sharepoint process (not automatically routed based on criteria).

Is it possible to manually assign tasks (in this case approvers) to a checklist? or will it always need to be defined?  Is this possible using the Docusign route?

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