Instead of manually assigning new cards, set up a round-robin auto assignment rule on any board to automatically assign incoming cards to teammates. The round-robin rule will equally distribute new cards to a specific group or all users in your organization.
💡 HINT HINT: This feature is perfect for new leads from ILS sites like Zillow or Zumper!
How to Set Up Round Robin Auto Assignment
- From a board, click the settings icon in the upper right hand corner.
- Click Assignment Rules.
- Select either manual assignment (manually assign each new card), Round Robin (All Users) or Round Robin (By Team). If you choose Round Robin (By Team), select the team from the dropdown menu.
- Teammates who are automatically assigned a new card will receive a notification in their inbox. Make sure each user has notifications enabled from the board.
💡 To assign to a single user, create an Aptly team with just that user, and select that as the team from the dropdown menu.