You can update a task's assignee as part of a workflow rule.
You can either add a new rule to a workflow, or update an existing rule.
Add a new rule
Navigate to Admin > Workflow management > Workflows:
The Workflow screen is displayed:
Click the workflow that you want to add the new rule to, and click Add > New Rule:
The New rule screen is displayed:
If you intend to update an existing rule, click that rule instead of clicking New rule.
When creating your new rule, give it a Name and Description. Once you have supplied both, click Save and continue.
Triggers
The Triggers tab will be displayed:
In the Triggers tab, select Task from the first drop-down menu:
And then select whether you want All or Any of the following conditions to be met, in order to trigger the rule:
The conditions that are available for Task, are Status and List. Select either List or Status, and then enter what they must be changed to, in order to trigger the rule.
Example
In the below example, we have chosen to trigger the rule if the List is changed to Due diligence:
You can add as many conditions as you like to your rule, and choose whether all or some of them must be met.
Once you have chosen your triggers, click Save and continue.
Actions
The Actions tab will now be displayed:
In the Choose action menu, select Update task:
Type the name of a user or user group in the Assignee field.
Select the user name or user group and click Save. Your new rule will be added to your workflow.
