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Feature Request - Reassign Assigned Task to team filter

posted on July 26, 2019

As it stands, we have the ability to reassign a task to either a specific user or an entire team, but in some instances it would be good to have the ability to reassign based on a particular filter associated with a team.

The example I'm thinking about here is when our Routing service stopped working, and I had to reassign a task manually.  In this case, I wanted to only reassign to a specific couple of people on a team, not the entire team itself (and also not a specific user).  

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replied on July 29, 2019

Yes, you're able to do that when setting up an Assigned Task in the Process Model, however I'm thinking of when you have a task in your Inbox that you would like to reassign:

In this case, there doesn't look to be a way to apply a filter, similar to how you're able to in the original Assigned Task.

 

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replied on July 29, 2019

When assigning tasks to teams you are able to add a filter to the team search. By giving 'roles' to team members in team management you can give people an 'approver' role for example. Then when the task is assigned it is sent to old the members of that team with the approver role assigned. Or if only one user is found in the search then it will be assigned directly to them.

TeamFilter.PNG
TeamFilter.PNG (14.1 KB)
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