round robin assignment for recurring tasks
not on the roadmap
N
Nat
There's a task that reoccurs but gets reassigned to someone else from the list every week when it reccurs
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Chacra
How is this closed? It's not clear how to create an automated round robin assignment
Bryan Su
I also need this requirement. Below is my suggestion:
1) in the automation, there should be a way to do a round robin assigning of assignee.
2) there should be multiple group selection. For example, certain situation, the task is belong to a group of assignee such as project manager, engineer, electrical engineer, wind engineer, procurement and etc. When the automation is set, there should be an option for the selecting certain group of assignee to do round robin.
3) if certain assignee is busy, therefore should be way to refer to the workload before assigning the appropriate assignee. not only based on the workload, but it can also based on the number of task, or available of the assign.
4) the automation also need to be able to add multple assignee , each from different group of assignee pool into a task.
Nicholas Estes
marked this post as
not on the roadmap
Hi, everyone!
I'm reaching out to let you know this can now be done using an Automation!
You can make an Automation so that when a task is created, the assignee will change! This will apply to recurring tasks as well.
If you click on advanced options when creating this Automation, you'll have the option to remove an assignee, add an assignee, reassign, or remove all!
You can check out this super helpful doc below to learn all about Automations!
Chacra
Nicholas Estes: This does not show how to assign as round robin
R
Ryan Cowell
Nicholas Estes: "You can make an Automation so that when a task is created, the assignee will change! This will apply to recurring tasks as well." That's true, but you can only automate the change to a specific person, not to "the next person whose turn it is from this specific list".