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How can I configure the platform so that it automatically assigns tasks to different groups of users?

A
Written by Anna Kravets
Updated over 2 years ago

The tasks related to an application are always assigned to the same team members that are currently assigned to the application. Therefore, to assign tasks to specific team members, you must assign the application to those specific team members.

Applications can be automatically assigned, unassigned or reassigned from team members using the Assign Team Member action within the Automation Builder feature, which can be found inside a Loan Product.

More information about automated task assignment can also be found by clicking the button below.

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