Assign Task

Assign each new task to a user automatically.

Assign Task assigns the task that started the automation to a user. New tasks reach the right field worker without anyone assigning them by hand.

Available for: On Task Created only.

Required permission:

• View automation
• Create automation

Automation detail

1. Hub: required. The hub the assignee works in. The task is assigned in this hub.
2. Assignee: required. The user who gets the task: a field worker, a team lead or any user who works in that hub.

How it works

1. A task of the automation’s task type is created.
2. The rules, if any, are checked.
3. The task is assigned to the chosen user in the chosen hub straight away.
4. The assignee is notified, depending on their settings, and the task appears in their list in the field app.

• One automation assigns to one user. To spread tasks over several people, create several Assign Task automations with different rules.
• A task that is already assigned is not reassigned.
• The assignee must have access to the chosen hub.
• For more advanced assignment logic, send the task to your own system with a Webhook and assign it through the API.

Examples

Scenario	Task Type	Hub	Assignee	Rule
By location	Delivery	Jakarta	a Jakarta driver	none
Balance workload	Service Calls	Customer Service Hub	a service representative	Area = North
Specialist work	Technical Repair	Maintenance Hub	the lead technician	none
VIP customer	Delivery	Jakarta	a senior driver	Customer Name = Toko Maju Jaya

Troubleshooting

The task isn’t assigned.

• Check that the automation is Active, its task type matches, and the rules don’t exclude the task.
• Check that the assignee still has access to the hub.

The wrong user gets the tasks.

• Edit the automation and check Assignee.
• Look for other active automations on the same task type.
• Check the user’s current hubs on User.