Add assignee

From Planfix
Revision as of 19:40, 27 February 2021 by SliZzzZ (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

It is possible to choose an assignee from the list. Rules with such actions are useful for parsing automatic notifications by email - you can specify which of the employees should be connected to the task, depending on the details of the message.

Examples:

  • If Message subject includes text Order from online store, then Add assignee "Mary Redburn", aslo Add assignee "Fred Durst"

(two interchangeable managers dealing with the development of orders)

  • If Sender's address includes text lavandos@example.com, then Add assignee "Jenna Freeman"

(this client is used to work with her)


Go To