What does Assign mean in Process ?

Once you're done setting up your daily SOP or workflow in Taqtics, the next step is to assign it — basically deciding who needs to do it and where.

You can assign a process in 3 different ways:

• By Store
• By Individual Users
• By Teams

All 3 options pull from the same dataset — it's just different ways of slicing the cake 🍰. Whether you assign from the store view, the user view, or the team view, the results stay in sync. You can easily switch between views without losing any data.

You can also update or delete assignees at any time from the same page. No rework, just simple edits.

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What is Assignee Profile

Assignee Profiles in Taqtics are like pre-saved user groups tied to specific stores — helping you quickly assign your processes without repeating the same selections again and again.

Let’s say you have a fixed team of electricians who handle maintenance across 5 nearby stores. Instead of selecting these users and stores manually every time, you can save them as an Assignee Profile called “Electricians.” That way, the next time you assign a process, just pick the profile — done!

How to Create an Assignee Profile

Whenever you assign a process (whether by Stores, Users, or Teams), you’ll see an option right above the assignment section to Assignee Profile.

It’s that simple:

• Choose your users and stores.
• Enter your Profile Name & Click Save Profile.
• Search and use your created profile from Existing profiles
• Done!

https://guide.taqtics.co/demo/cmbszjzcydnoasn1rymfexflp

📌 Once saved, your Assignee Profile becomes universally available across all assignment types in Taqtics — whether you're assigning a Process, Audit, or any other feature.

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Assign by your Stores

Taqtics lets you assign any process directly to specific Stores in your account.

⚠️ Only stores already added to your account by your admin will be available in this list. How to add stores →

Step 1: Add Stores

Click on the + Add Entity button and select the stores you want to assign this process to.

Once selected, these stores appear in a list below.

Step 2: Use Quick Assign (Time-Saving Option)

Just under the Assignee Profile section, you’ll see a Quick Assign button. This helps speed up the assignment by either:

• Quick Assign by Designation:

  Choose a designation (e.g., Store Manager, Electrician, Floor Staff). All users with that role across the selected stores will be auto-populated.