Workflow rule - Change a task assignee
You can update a task's assignee as part of a workflow rule.
note
You can either add a new rule to a workflow, or update an existing rule.
Add a new rule
Navigate to
Admin
> Workflow management
> Workflows
:
The
Workflow
screen opens:
Click the workflow that you want to add the new rule to, and click
Add
> New Rule
:
The
New rule
screen opens:
note
If you intend to update an existing rule, click that rule instead of clicking
New rule
.When creating your new rule, give it a
Name
and Description
. Once you have supplied both, select Save and continue
.Triggers
The Triggers tab opens:
In the
Triggers
tab, select Task
from the first drop-down menu:
And then select whether you want
All
or Any
of the following conditions to be met, in order to trigger the rule:
The conditions that are available for
Task
, are Status
and List
. Select either List
or Status
, and then enter what they must be changed to, in order to trigger the rule.Example
In the below example, we have chosen to trigger the rule if the
List
is changed to Due diligence
:
You can add as many conditions as you like to your rule, and choose whether all or some of them must be met.
Once you have chosen your triggers, select
Save and continue
.Actions
The
Actions
tab opens:
In the
Choose action
menu, select Update task
:
Type the name of a user or
user group
in the Assignee
field.
Select the user name or user group and select
Save
. Your new rule will be added to your workflow.