The tasks can be assigned to resources automatically
Frequently certain managers in the company work with particular clients and the tasks that are related to these clients should be automatically assigned to team member who had dealings with them earlier. In our days of advance you can simply lighten your working process and save time even on delegating and assigning the tasks to your employees. All you need for that is to have specific team management software that will help to spend less time on work organization and more time on your productivity increase.
"Automatic assignment" To Do List
- When you are delegated the task that is also assigned on your colleagues, start doing your part of the task
- When it's completed, don't hurry up to run to other team members and tell them that you did it or any other details about the task
- Use software to exchange the comments about the task with your colleagues
- Start your team management software
- Create new task custom fields 'Assignment' and 'Client'
- Into the formula entry field of custom field 'Assignment' enter following formula:
- Create a new task and enter its 'Client' field
iif ($cf_client=1, 2, iif($cf_client=2, 1, 3))