In the Kuika Process Automation module, task assignment is a critical step for managing specific steps in business processes and routing them to the right people. Kuika Process Automation offers flexible assignment methods that allow tasks to be assigned based on user roles, competencies within business processes, or defined rules. This enables workflows to be customized according to specific needs.

1. After logging into the Kuika platform, open the project you’ll be working on from the Apps screen.
2. Then click on the Process Automation module.
3. Click the Create a Blank card on the main screen that opens; in the diagram screen that appears, give the workflow a name.
4. Select a step (e.g., User Task) on the canvas; in the Properties panel that opens on the right, navigate to the Assignment field.

Types of Task Assignment in Kuika

Under the Assignment → Type field in the Properties panel, there are four assignment types:

1. Everyone

The task is placed in a task pool. All users can view this task; any team member who wishes to can claim it and complete it. This is used for tasks that can be shared within the team and do not require assignment to a specific individual.

2. Role (Role-Based Assignment)

The task is assigned to a specific role defined in the system.

• The role is selected from the “Choose Role” field; available roles are displayed in the role list.
• If a role required for the process has not yet been defined, a new role can be created using “+ Add New Role”.
• Example: An approval task is assigned to the project manager role; follow-up tasks are assigned to the customer support representative role.

3. Dynamic Assignment

The task is directed to a user or role dynamically determined based on process variables. The Field to Get Information field is used to select the data that determines which user or role the task will be assigned to.

• This method is preferred when the assignment depends on a value calculated during the process (e.g., the next person in an approval chain).
• Dynamic Assignment can also be configured based on the value returned by an action defined in another step of the process (e.g., within a System Task).

4. External Users

Allows external users outside the application (such as customers, subcontractors, or guest users) to be assigned to a task. It is used in cases where a step in the process must be completed by someone who is not a registered user of the system.

Use Lane (Assignment via Lane)

The Use Lane toggle in the Properties panel determines whether task assignment uses the lane structure in the diagram. The lane structure is used on the Canvas to visually display tasks for different user groups or roles in separate lanes, making it easier to see who is responsible at each stage of the process.

Thanks to these assignment methods, Kuika Process Automation ensures that tasks are directed to the correct users and helps business processes run efficiently. The flexible assignment structure boosts business efficiency while preventing process disruptions by clarifying user responsibilities.