Select assignee by word following the tag

When choosing this type of action, Planаix will try to find in the list of employees a person whose name or surname includes word after the tag. If one is found, he/she will be added to the task as an assignee. As in the case of selection of the project, using this option requires you to be attentive: if the word after the tag is not unique for objects of this type, you can accidentally add the wrong assignee to the task.

Rule example:

• If Message subject includes tag &, then Select assignee by word following the tag

Imagine that you have two employees with the names:

• John Smith
• Peter Johnsson

In this case:

• Proper use - &Smith or &Johnsson. This allows you to add exactly the employee you expect
• Improper use - &John. You do not know whom Planfix will choose, since all of the employees listed have "John" in name or surname.

Go To

• Creating and editing rules
• Rules for creating tasks by email