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Getting started Automated Assignments

You can use Automated Assignments feature by:

  • Creating your own automation (recommended)

  • Using pre-made recipe

Create your own automation (recommended)

Access automation center

  • Open Automate section from your board

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  • On Create tab, click on Integrations and find Automated Assignments:

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  • Click on Automated Assignments

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  • Select the template that suits your needs:

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  • Click Use template

  • First, on the automation creation page, select the trigger you want to use (for this example, we are using: When status changes to something)

  • Define your automation parameters and click on Create automation

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Configure your automation action

Automated Assignments require 4 parameters in order to run the workflow

Add or replace selected user in target column

  • Add: picked user will be added to the people column, existing values will be preserved.

  • Assign (replace) a user: replace any existing value by the picked user

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Select team

Select the team whose user will be selected

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People column

Select the board column where the selected user should be set. It must be a People-type column.

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Assignment method

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  • Random: assign items randomly to team members

  • Round-robin: equitably distribute items among team members in a sequential manner.

  • Least assigned: assign items to the team member with the fewest ongoing items to balance workload.

Save your automation

Once you have set up your automation, click on the Create Automation button to save and run it.

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Use pre-made recipes

Automated Assignments come with 2 pre-made recipes (templaces):

  • "When an item is created, then [run Automated Assignments]"

  • "When status changes to something, then [run Automated Assignments]"

Also, you can create an automation from scratch by setting up the required parameters:

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Updated: