Assign task to record creator & automatic due date

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Will Kidger

• July 10, 2013 08:42

Hi, 

A couple of questions, but probably easiest if I explain the scenario. I've set up an app for 'clients' into which we input all information for a new client. A new record triggers a number of tasks, which is great, but ideally we need these to be intelligently assigned to the correct person. There are two ways I could see this working, and I'm not sure if either is currently possible:

• Modify app such that task is assigned to whoever creates the record (i.e. whichever user is inputting the new client information - as this will invariably be the new clients' account manager).
• Task is assigned based on another field in the app - in this case one of the fields is 'Account Manager', which allows us to pick a user who is responsible for the client. It would be great if the automatic tasks could be assigned based on the user in that field.

Also, it would be fantastic if we could set due dates/reminders on these 'triggered'/automatic tasks, e.g. when a new client record is created, a task is triggered for that user to chase up payment, due 3 days after the record is created.

Hopefully I've explained this clearly! Are any of these features currently available or in the pipeline?

Thanks

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  Gustav Jonsson

  • July 18, 2013 11:12

  Hey Will, I see your point and we've recieved this input before. We're looking at more workflow features like this one for Podio. I (as usual) don't have any timeframe for when this will be available. 

  /Gustav - Podio

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  Will Kidger

  • July 18, 2013 11:16

  Cheers Gustav! No worries, I'm still finding lots of new stuff in Podio and look forward to seeing what you guys roll out in the future.

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  Josh Lund

  • July 23, 2013 13:52

  Yes!  Obviously this is an important action item...I've just commented on the same thing elsewhere.

  +1

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  Lindsey Reich

  • July 30, 2013 00:49

  +1 for the ability to add due dates to automatic tasks!

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  Dustin Hymas

  • August 27, 2013 20:28

  Automatic tasks would be HUGE!!!

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  behzad faridnia

  • October 08, 2013 22:43

  Everything seems like its a "great idea, we will think about implementing." Any way to figure out whats on deck for next releases? These decisions play a big role in determining where we take our company with online apps. 

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  Andrew Chan

  • October 27, 2013 23:59

  +1

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  Chris Barton

  • January 14, 2014 11:36

  yes, in workflow, being able to have a date automatically set, plus or minus a due would be very helpful

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  David Jordan

  • January 09, 2015 15:46

  +1

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