Find the parent template in your dashboard view, then click the cog next to its name.
Next, scroll to the bottom of the template menu which appears on the right-hand side of your view and select the checklist you want to assign tasks in.
For example, with an Approval Request, you'll want to ensure that only one person, such as the manager, approves each step in the process to ensure multiple contacts do not overwrite each other's approvals.
TIPS: If you start typing a name or email address and aren't seeing the contact list autosuggest, then your contact list doesn't include a contact matching what you've typed.
As I eat my breakfast and smoke my pipe, I ponder over my task.
It is true your task has been disagreeable, but not more so than others.
You can also pre-set assignments and dynamic due dates in the template, meaning that when a checklist is run everyone who needs to take action will be instantly assigned and due dates set according to your settings.
Email notifications are sent when a person is assigned to a checklist and when a checklist becomes overdue.
If a group is assigned, everyone in that group will receive an email on the assignment, and due dates of the task.
To assign users to the tasks in a checklist you need to first open the checklist.