Overview
Assign Task allows you to automatically allocate tasks to team members. This action simplifies delegation and makes it easier to put any workflow on autopilot.
How to Use It
- Click ➕ Add Step and choose the Assign Task action.
- Select the project you would like the automation to run in.
- Specify which Task ID you would like the automation to move. This is usually referenced with the @ shortcut from a preceding Trigger or Action. In this example, the Task ID is referenced from the New Comment trigger.
- Select the User you want to assign the task to.
- Save and enable the automation or add more steps for further processing.
Assign Task (Settings)
Connector options give you full control over the Assign Task automation:
| 🏷️ Field | 🔤 Description |
|---|---|
| Project | Select which Project you would like the automation to run in. |
| Task ID | Enter or reference a Task ID you want to assign a user to. Note that this Task ID must exist in the Project selected in the previous field. |
| User | Select the User you want the Task to be assigned to. Note only Users who are members of the Project will be available for selection. |
Assign Task Use Cases
Not sure how to use the Assign Task action? Here are a few ideas:
Assign a Task created from a Youtube Video
Keep track of updates from your favourite Youtube channel and assign the summaries to yourself to catch up later.
Assigning a Task from an Email
Use Assign Task to automatically create and assign tasks users when a new email is received, depending on what the subject of the email is, it can be assigned to different team members to handle.
