Auto Assign Tasks in Spaces

Hi,

Our Studio team have asked if there's a way to auto-assign tasks to particular users when they're added to/tagged to a Space (like the dynamic rules in forms).

We have a Studio WIP folder, but when tasks are generated, they're not always being assigned to the Studio members which is something we'll address in training, but it would be great if we could have a rule that auto assigned Users/User groups to tasks within particular Spaces so they don't get overlooked.

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Hi Amy Cookson, thanks for reaching out with a suggestion! Have you tried using Custom Workflows and auto-assignment based on a task's status change? I know it's not exactly what you're suggesting here, but it might be worth to give it a try:

https://help.wrike.com/hc/en-us/articles/115005876769-Advanced-Custom-Workflows#auto

Let me know if you'd like to discuss 🙂

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

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Hi Lisa,

Thanks for coming back to me. We've used the custom workflow, but the tasks are generally just created and tagged into the folder, so they're still "New". The workflow after that covers it, but it's this new task generation that's causing the problem for us! When we generate tasks with the Forms, it's great because it auto assigns the User and Space, so something like this where all tasks generated in a Space would auto-assign (like My To-Do auto-assigns to the user) would be awesome.

Thanks

Amy

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Got it, thanks Amy Cookson! I'll pass your feedback to our Product team and I'll get back to you when I have any updates 🙂

Once the post reaches 60 upvotes, the team will add a status to your suggestion: https://help.wrike.com/hc/en-us/community/posts/360014354593--Read-Me-Product-Feedback-forum-Guidelines-and-Statuses.

 

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

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I've created a dashboard for each space that dislays 2 things:  any un-assigned tasks, and any tasks without dates.  It gives an instant view of anything that needs a little nudge in the right direction.  You can even create a master list that shows tasks like this for every space you have.

 

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Thanks for sharing this tip John Rakoczy!
 
Additionally, if you haven't had the chance to check it out yet, Wrike Automation Engine could be useful for the new tasks you're adding Amy Cookson. You can set up a rule like the one below and choose the users:
 
  
Let me know if you have any questions 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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