Assignment

Interventions can be assigned to specific users or left in a queue for anyone to claim. Proper assignment ensures the right people handle the right tasks.

Assignment Types

Specific User

Assign to a named person:

• Use when: Only one person can handle this task
• Example: Assign to the account manager for that customer

Unassigned (Queue)

Don't assign—anyone can claim it:

• Use when: Any available team member can handle it
• Example: General data verification tasks

Configuring Assignment in Workflows

When adding an intervention to your workflow:

1. Open the intervention step configuration
2. Find the Assignment section
3. Choose the assignment type

Static Assignment

Assign to the same person every time by selecting them in the intervention configuration.

Dynamic Assignment

Use expressions to assign based on workflow data:

Assignment: {{steps.extract.assigned_reviewer}}

This lets the assignment change based on:

• Customer type
• Amount thresholds
• Department
• Any data in the workflow

The Intervention Queue

Unassigned interventions appear in the general queue.

Viewing the Queue

1. Go to Interventions
2. The main list shows unassigned items first
3. Filter by workflow or date as needed

Claiming from the Queue

1. Click an unassigned intervention
2. Use the assignee dropdown to assign it to yourself
3. It's now assigned to you

Reassignment

After an intervention is assigned, it can be reassigned:

Reassigning to Someone Else

1. Open the intervention
2. Click the assignee dropdown
3. Select a new user
4. Add a comment explaining why (recommended)

Unassigning

1. Open the intervention
2. Click the assignee dropdown
3. Select Unassign

This returns it to the general queue.

Who Can Reassign

• The current assignee
• Users with admin permissions
• The workflow owner

Assignment Notifications

When assigned an intervention, you receive:

• Email notification (if enabled)
• In-app notification
• Slack notification (if configured)

Configure in Settings Notifications.

Best Practices