Assign People Automation


Is there a way for this workflow to notify the person when they are assigned?


  • Jen Lange
    Jen Lange ✭✭✭✭✭

    Hi @Merle Hughes. Yes, you can use automated workflows to notify (or alert) a person when they are assigned. This is the setup:

    1) Click on the "Automation" menu; click on "Alert Someone..." from the Popular Workflows section

    2) Name your workflow

    3) Set your trigger by action or date

    4) Define your alert; select "Send to contacts in a cell"; select the correlating column

    5) Check/change your permissions (if applicable)

    6) Customize your message (if desired); including column selections

    7) Save your new workflow

    If you need further assistance with understanding and setting up workflows, there's a link to a tutorial at the bottom of the Automation menu.

    Let me know if this works for you.