Round Robin Assignment / Assign Based on Workload
Olivia Justice
We are utilizing the TEAMS feature in ClickUp. We want to see if there's a way to assign a task to a team, but it round-robins the assignee from the designated team. For example, if we have a Customer Support team with 4 people on it - it could look a that team and auto-assign to the first person, and then the next task that comes through assigns to the next person on the team - and so on and so forth.
We were also wondering if there was a way to have a team assigned to a task, and for it to look at the team's workload to assign it to a designated team member.
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Zach - ClickUp
Merged in a post:
Automation for random task assignment
Amber Enyart
If we have a board created for a particular team, I would like to have ability to set up an automatic, random assign process. So if I have 70 new tasks per day, these tasks should be assigned in particular way to all members of the team. For example, If I have 7 people in the team, tasks should be randomly assigned in balanced way - 10 tasks per person.
Zach - ClickUp
You're not alone on this. There's already a popular request for exactly this capability with nearly 200 votes. Merging your post in so the votes combine 🙌
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Sahan De Silva
Same problem here. If anyone needs a stopgap, I set up a Zapier workflow using this guide: https://youtu.be/uGsXjEnyoO8 it does workload-based assignment by checking how many tasks each person has in progress.
Not ideal but it works until ClickUp ships something native.
Sunny See
any updates? this is important for CRM and project or even assignment to staff
Avraham Jay
this would be amazing... I'd love to be able to do this.
If we can't do this what workaround do you have?
Dr. Viktoria Davis
This is exactly what I'm looking for to assign basic general cleaning duties at my small office.
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Priyanka Kannan
This would be very helpful for our team. Any updates on this?
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Priyanka Kannan
This would be very helpful for our team. Any updates on this?
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Priyanka Kannan
This would be very helpful for our team. Any updates on this?
Stephanie Day
This would be incredibly helpful to have as a feature for those of us using ClickUp as a CRM type platform, especially if it functioned within the automations! Giving everyone on the sales team a fair chance to receive assigned customers and even the workload for the ones who are taking on a lot more.
Would love to see some progress on this soon :)
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