The Recipients menu provides access to settings that control who receives and completes tasks within your process. These options allow you to assign users, groups, or roles to tasks and configure how assignments behave.

Available recipient options

OptionDescription
Setting RecipientsAssign specific users, groups, or roles to a task
Assignment SettingsConfigure what recipients can do after a task has been assigned, including reassignment and cancellation options
Recipient RulesDefine processing and level rules that impact how recipients are assigned and how tasks complete

To access the Recipients menu, right-click on any task in the Process Flow and hover over Recipients to see the available options.