I am trying to set up a rule to automatically assign a task to a user based on the assignee of a different task. I have 2 recurring tasks every week: Task A and Task B and two users working on them User X and User Y. I want to set up an automation where if User X is assigned Task A, User Y is automatically assigned to Task B (and vice versa). Is this possible? User X and Y are the only two users in the project. Thanks!
@Nikki_Silverberg - welcome to the forum! Unfortunately, it is not currently possible to make rule actions for one task dependent on information in a separate task.
That said, based on your description, there are probably some other approaches to take here. Are you using actual recurring tasks? If not, what mechanism are you using to create the new tasks? Recurring tasks should preserve the assignee, so if the users never rotate, you’d be fine (sounds like you might rotate 2 users between the 2 tasks on some cadence). Alternatively, if you set up Task A first each week, you could have a rule that creates task B and assigns it to the other user (a conditional branch for each assignee).
Hey! Thanks! And thanks for the reply
Currently, we are using a project template that we plan to duplicate each week. The assignees won’t always be the same week over week. I can try the conditional branch idea! Thanks again!
@Nikki_Silverberg - if you’re using a project template for each week, you could also experiment with project roles in your template, which would allow you to assign tasks dynamically (but only while instantiating the project form that template).