How can you automate a project/task requestor an assignee
How can you automate a requestor to be added as an assignee ?
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Hi Sandra Munoz-Moreno,
You can do this via an automation rule! Trigger (new item created) --> then change assignee
If you would rather add an assignee and not change to you can do that too!
Is it possible to assign it to someone based on a custom field? For example, I have a custom field for "Producer" and when that field changes, I wanted it to update the Assignee.
Hey Amanda Myton, welcome to the forums 🙂
It should be possible: you can use the "Custom field changes" as a trigger and "Change assignee" as a rule action:
I hope this helps!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover