Workflow Collaboration
Divvy up and collaborate on workflows by assigning tasks to the appropriate person or team.
Blissfully lets you plan and execute repeatable processes for important areas like employee lifecycle and vendor management using workflows.
The tasks that compose workflows can belong to any person at the company, allowing you to collaborate with and engage all stakeholders.
Every task in a workflow plan will need to have an assignee designated. To edit the task assignee, find the desired workflow plan on Workflows > Gallery and click the Edit button that appears when you hover over the desired workflow plan in the list.
Once you see a list of tasks, select the desired task and click Edit.
Editing a task in the built-in Vendor Approval workflow plan
There are three types of possible assignees: a specific role, a specific person, or a specific team.
Blissfully has several roles available on workflows, apps, and organizations:
- Workflow Initiator: the person who launches the workflow
- App IT Admin: the IT Admin set on the app, specifically on the Overview tab of the app detail view
- App Owner: the Owner set on the app, specifically on the Overview tab of the app detail view
- Team Lead: the Team Lead set on the team detail view
The exact roles available for assignment depend on the workflow the task is in.
When you launch the workflow in question, Blissfully will look at who is currently in the specified role and assign that person to the task accordingly. The launched workflow will only have people assigned, it will not display the role.
The workflow initiator designation was replaced by the initiator of the workflow at launch
For custom tasks, often a specific person or team is the appropriate choice. For example, if an onboarding workflow has a step to submit a headshot, you might assign a photographer or the HR team.
When you select Specific Person or Specific Team in the "Assigned To" menu, you will then be able to search the list of people or teams, respectively.
Blissfully will send a notification email to anyone with an assigned task when you launch the workflow.
Additionally, Blissfully sends reminders of open tasks to anyone with at least one open task every Monday morning.
You also have the ability to tag people in comments on tasks. They will be notified of your message by email.
Last modified 1yr ago