New Assignment Options for Automated Tasks

Hi there,

Auto-Tasks now support more flexible assignment options!

What's New:

• Assign To Options: When creating Auto-Tasks, you can now choose to assign tasks to:
• Specific User - Assign to selected users
• Managed By - Automatically assign to the user who is the "Managed By" on the order
• Sales Person - Automatically assign to the Sales Person on the order
• Smart Assignment: Tasks are automatically assigned to the appropriate person based on the order's Managed By or Sales Person fields

How to Use:

When creating or editing an Auto-Task, you'll see an "Assign To" dropdown

Select from:

• Specific User - Then choose which users should receive the task
• Managed By - Tasks will go to the order's Managed By user
• Sales Person - Tasks will go to the order's Sales Person

This only applies to private tasks (public tasks are visible to all)

Benefits:

• More flexible task assignment
• Automatic assignment based on order relationships
• Better workflow automation

If you have any questions about Auto-Tasks assignment options, please reach out to our team either through our chat or by emailing [email protected].