When creating a new project from a template, is there any way to auto-assign tasks to team members? We have a field for “team responsible,” e.g., “paralegal,” and I would like a way to auto-assign all tasks labeled “paralegal” to the actual paralegal on the case.
If these assignees are always the same, you could them assignees to your template’s task, this way all project you create from this template will automatically have the same assignee set.
@Phil_Seeman, I don’t believe Rules can help here, but what about Flowsana?
How would this be determined? I.e. say you have 5 people on your paralegal team and a given task in the template has “Team Responsible” set to “Paralegal”. When you make a project from that template, how would it be determined which of those 5 paralegals should be assigned to that task?