Did you know you can create a workflow group to assign tasks to as part of a case or thread template?
Ever needed to assign a task to a paraplanning work group or a client services team, rather than to an individual or specific role? Super useful for when your business operates using a pool of people who pick up tasks based on capacity or skill set, rather than an individual team member being assigned to work on all tasks for a specific client (as with traditional dynamic role assignees).
You control the users that belong to the group, with no need to set up additional user groups.
When building your workflow template, you can then assign tasks to the ‘workflow group’. The first task assigned to the workflow group goes to a nominated user, who can then reassign the task to the appropriate team member. All future tasks assigned to the ‘workflow group’ are then automatically assigned to the team member allocated to the first task.
In the example below, Laura might be the Paraplanner Manager. The first task assigned to the ‘Paraplanning Pool’ will go to Laura, who can reassign it to a specific paraplanner. All subsequent tasks assigned to the ‘Paraplanning Pool’ will then automatically go to the specific paraplanner that Laura has nominated.
For details on how to set this up, see Task Management - Workflow Groups
Have you thought of other ways that a workflow group can help allocate tasks?
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