Round robin assignment in automations
S
Shannon Mostert
Automations can't share out owners or tasks across a team. Providers with several staff need new leads, contacts or follow-up tasks spread evenly across team members, or across a chosen group of them. Today the only option is to assign everything to one person or build separate branches for each staff member, which doesn't scale and breaks whenever staff change.
What we'd like: A round robin option in the "Assign owner" and "Create task" automation actions. Providers pick the group of users to rotate through and can optionally skip inactive users.
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