The automatic task assignment tool allows you to automate the assignment of tasks. For the automatic assignment of tasks ⚡ to work correctly it is necessary that users have set up:
- Your hiring date
- And the correct segmentation
Currently, there are 3 types of automatic assignment forms:
The automatic assignment of Hiring Date and Range is assigned automatically but at a certain time: 10AM ARG. That is to say, if I create a user at 8AM, only at 10AM they will have the tasks assigned. And in the case of having created it, for example, at 2PM, it will have it the next day at 10AM.
Here we explain how each type of automatic assignment works:
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When configuring the automatic assignment of “The hiring day” on a task, once published it will be assigned to users who have a hiring date after the task creation.
That is to say:
- If the employee's date of hire is prior to the task creation date → The task is not assigned to them.
- If the hire date is right on the day the task is created → You are assigned the tasks that are from the hire date and you are assigned the tasks that are to be assigned after the hire date.
- If the date of hire is after the tasks have been created → all tasks will be assigned to you as the date corresponds.
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When configuring the automatic assignment of “Right Now” on a task, once published, it will be assigned to any user, who belongs to the previously configured audience, regardless of the date of hiring.
That is, the task will be assigned to:
- The users loaded in the community, at that moment regardless of the date of hiring.
- To any new user that is uploaded in the future with any date of hire.
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When configuring the automatic assignment of “Range” on a task, once published it will be assigned to any user, belonging to the previously configured audience, in the period in which the task can be assigned.
The range is:
- From: N number of days/months/years before or after date of hire.
- To: N number of days/months/years before or after hire date.
In this way, you have the possibility to set “From 1 day after hiring until, for example, 10 days after hiring”. Then, if the user is created 5 days after the hiring date, the task will still be assigned to them.