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How to assign a task or a decision to an external user ?

In this article, you will learn :

  • How to assign a task or a decision to an external user

How to assign a task or a decision to an external user (non-Sherpany users)

With Sherpany, you can easily assign tasks or decisions to external users who are not Sherpany users by using their email addresses. 

Note  

Once a task or a decision has been assigned, external users will not receive an automatic email notification of their assigned task or decision

To assign a task or decision to an external user who is not a Sherpany user, follow these steps:

  1. Go to the meeting you want to assign the task or decision to the external user.
  2. In the "Meeting Minutes" section, find the relevant agenda item and click "Notes".
  3. In the Assignee field, type the external user's email address or filter by the external assignee in the dropdown menu.
  4. Publish the Meeting Minutes and select "Notify people via email" to notify the external user.

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