Question

Assign task to a Role

Ideas Forms

Updated June 1, 2016

asked on April 26, 2016 • Show version history

Good day,

Would it be possible in the future versions to be able to assign a task to Role instead of a Group or User?

For example a Finance Manager Role is used in multiple tasks in multiple processes. When this user goes on leave I can update the Finance Manager Role with another user. This saves me having to hunt down where this user is involved and edit each task.

I know there is the group function but I would like to avoid the "assign to me" option.

Thanks

Ian

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Answer

SELECTED ANSWER

replied on June 1, 2016

I figured this out. I put only one user in a Team and then set Task Allocation to Round Robin. It then automcatically assigns the task to the only person.

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Replies

replied on June 1, 2016

Hi Ian,

The ability to assign tasks to roles is already available. If you choose to assign the task to a group you can then click the "Filter" drop down and choose "Create New Filter". In here you can then do something similar to this:

I hope this helps!

Dan

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replied on June 1, 2016

Thanks Dan, that helps

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Assign task to a Role

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