Determining a task's assignee with competitive assignment: Difference between revisions
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Planfix lets you determine a [[Task assignees | task's assignee]] from a list based on the person who accepts the task first. This feature can be configured in the '''Add assignees''' setting. | Planfix lets you determine a [[Task assignees | task's assignee]] from a list based on the person who accepts the task first. This feature can be configured in the '''Add assignees''' setting. | ||
Choose One of the Following Options: | Choose One of the Following Options: | ||
The first user to accept will become the assignee, and the rest will be participants. | *The first user to accept will become the assignee, and the rest will be participants. | ||
The first to accept becomes the assignee, and the rest will be removed from the task. | *The first to accept becomes the assignee, and the rest will be removed from the task. | ||
https://s.pfx.so/pf/QT/EOs1zi.png | https://s.pfx.so/pf/QT/EOs1zi.png | ||
Latest revision as of 14:35, 5 December 2024
Planfix lets you determine a task's assignee from a list based on the person who accepts the task first. This feature can be configured in the Add assignees setting.
Choose One of the Following Options:
- The first user to accept will become the assignee, and the rest will be participants.
- The first to accept becomes the assignee, and the rest will be removed from the task.
How it works
- When creating a task, add any number of users and/or user groups to the list of assignees.
- The first user who accepts the task will become the actual assignee.
- What happens to the other users and groups depends on the option you choose. They will either be removed from the task or will be converted to task participants (if you would like them to retain their access to the task).