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Feature Request: Bypass "Assign to Me" when a team only has 1 person

posted on January 2, 2023

There was some chatter about this 5 years ago with a couple of workarounds. I'd like to bring it back up as a request. We have some teams in place for accounting processes, with dynamic team logic being used to assign tasks to the appropriate team by office (there are several physical locations). This allows users to claim tasks based on availability, see each other's tasks, and take over if somebody is out. This all works well.

However, not all of the teams will have multiple people, at least not all the time. If there is only 1 team member, I would like the task to automatically be assigned to that user. So far as I can tell this isn't possible without either a filter or round-robin, but that wouldn't work because it would mean all the tasks always get assigned to a single person. It needs to be dynamic so that it only happens when there's just a single user in the team (either from shuffling employees around or the smaller office that only has a single user for the process).

And to make it more complicated, the team members are populated from an AD group, although that does show just fine under the "View group members" Action in the Team Management.

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replied on January 3, 2023

I think I stumbled on a decent workaround: using a filter to assign tasks by Role. I have roles set up for my offices as that was how I was originally going to do things, but we don't want them seeing the other office's Team tasks. But I was just testing something and noticed that where I had a single user in a role (the office), it got assigned directly to the person.

So, after a little testing, my plan is to create a role in each team called Users, which the AD group will be assigned to. Then set up a filter for each team called User by Role and assign to that role. If there is only one user, they get the task directly. Otherwise, it goes to multiple people who can claim it if they so choose.

This will then be combined with the dynamic team assignment logic, which requires the filter to be set up for each team, first.

I still wish this was a bit easier and more intuitive, but this workaround really isn't bad.

 

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