The Co-Pilot Manager and Co-Pilot User can assign specific tasks to their team. They can also unassign tasks.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface Manager role for the Co-Pilot Manager.
  • Provided a system-created AAE_Robotic_Interface User role for the Co-Pilot User.
  • Have access to Automation Co-Pilot.

Co-Pilot Manager can assign tasks to all members who have access to a process. Co-Pilot User can assign tasks to other users in the same team. Both can unassign tasks.

Note:

If you selected the Private option, then a task can only be unassigned (or unlinked) by the member who created that task, and the owners and admins of the team. See Create a team and assign roles to team members.

Procedure

  1. Log in to the Automation Co-Pilot as an Co-Pilot Manager.
  2. Navigate to the Tasks tab.
  3. Select a task from the list.
  4. Navigate to
    • Unassigned

      Tasks are unassigned by default.

    • Assign to me

      This option assigns the task to the current user.

  5. Select the user.
    The task is now assigned.
  6. Optional: Select Unassigned.
    The task is now unassigned.