Task Round Robin Assignment System

This article was developed to describe the Task Round Robin Assignment System within the FORTH CRM. It is organized into the following sections:

• Overview
• Using the System

Overview

Using the Task Round Robin Assignment System, task assignments now rotate automatically throughout the membership of the assigned team, ensuring equal distribution of task assignments. Using this feature is simple.

Using the System

First, confirm the members of the team(s) to whom you will be assigning tasks. Go to the Admin tab, and click “Teams” from the Navigation Bar. 

You can now edit one of the existing teams listed on the left side of the screen by clicking on that team’s name, or you can create a new tasking team (see the large red box below).

To review a team, click on that team’s name (see the small red box around "Sales" above). 

A new page titled, “Members of this Team” with multiple dropdown selections are now available to you. Team components may be specific team members, users assigned a particular role or roles, or even an entire company!

NOTE:  Selecting a company or role includes EVERY user assigned to that company or role.

Once your team is set up, click Save Team on the Navigation Bar to save your selection. Now go to the Calendar Tab and click Tasks from the Navigation Bar.

Scroll down and click on Edit Task Settings. 

On the Task Settings page, a Round Robin section will appear at the bottom of the pag. The Teams shown on the previous page now appear. Be sure that the settings shown match your intended team selections, and click Save Settings.

To see the Task Round Robin Assignment feature in action, please watch this training video by clicking on the image below.

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