Task Assignment to a team member

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3 comments

  • Jacquelyn May

    Hi Chereda,

    You can use the workflow tool for this:

    https://help.podio.com/hc/en-us/articles/201194467-Automating-workflows 

    With this, you can automatically generate a list of tasks that are assigned to a team member anytime a lead is added to your app.

    Is that what you're looking for?

    /Jacquelyn - Podio

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  • Will Boyle

    link doesn't work. I'm trying to figure out how to automatically assign a new lead to all team members in order to alert them via email that there is a new lead.

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  • Dana P

    Hi Will Boyle,

    Please excuse the lateness of my reply here. 

    Not sure if this is still an issue for you, but you can use this link - Using apps – Podio Help Centre and then navigate to Workflows in Podio form the list presented.

    It would look something like this when completed;

     

    All the best,

    Dana - Podio

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