Updated 05 September 2019
This guide explains how RiskBase can automatically assign teams and users to tasks by combining two powerful task features.
RiskBase can automatically assign a team (or multiple teams) to a task based on its category.
After selecting a category, RiskBase displays which teams will be automatically assigned. Manually assigning somebody will stop the teams from being automatically assigned.
Changing the responsible teams will re-assign all existing tasks.
If no responsible teams are selected for a category, teams will be inherited from the category group.
RiskBase can automatically assign a user (or multiple users) to a task based on the teams assigned to it.
After assigning a team, RiskBase displays which users will be automatically assigned.
Changing the responsible people will re-assign all existing tasks.
Different users can be responsible for a team depending on the property. In the following example, Brandon and Ben are members of the Maintenance team.
Brandon is responsible for all South of England maintenance tasks, with the exception of London, which Ben is responsible for.
When the Maintenance team is assigned to a task, either Brandon or Ben will be automatically assigned too.
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