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  • Go to Administration & Setup → Tasks section → Task Assignment
  • Click on the plus icon to add assignment rules for every task type.
  • If you want to hide the assignee → uncheck the checkbox under the columns "Show Assignee"

  • Once a specific user is chosen for any task type → this user will be selected once adding a task with the related type
  • Once the Round Robin Algorithm is chosen → the assignee will be assigned based on the list of users in the system
    • The checkbox for the visible assignee will be disabled and unchecked
    • for example:
      • If the Round Robin Algorithm is applied → once adding a task
        • user 1 will be chosen first
        • user 2 will be chosen on the next task
        • user 3 will be chosen on the third task
        • user 4 will be chosen on the fourth task
        • user 1 will be chosen on the fifth task
        • user 2 ...
        • user3 ...
        • user 4 ...
      • user 1
        user 2
        user 3
        user 4



  • The rules will be applied based on the configuration

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