Assigning tasks to various team members based on App / Deal Stage

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Greg Larson

• March 19, 2022 19:10

Hi again Podio community!

I'm using the Real Estate Investment App Pack and am trying to figure out how to automate task assignments based on the stage of the deal.  This pack has the "Seller Leads" app and the "Whiteboard" app.

Basically, if a task is generated from the "Seller Leads" app, I would like it to be assigned to the "Lead Owner".  If the task is generated from the "Whiteboard" app, I would like it to be assigned to the "Deal Owner".

From what I can see, this may be the sole workflow in charge of task creation. 

Is there any way to configure it so the tasks are assigned as mentioned above?

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  Automations Bot

  • March 31, 2022 17:20

  One can tackle this by creating a flow which includes the field where member is plugged in to dynamically assign the task, and if no person is present on that field then simply have a default user to assign that task to

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