Enable workflow to have a default assignee per step.

i have a workflow: Product Manager Validate->Architect Validate. When the Product Manager validates, I'd like the next step to move to Architecture validate AND the idea be assigned to a default architect.

  • Guest
  • Nov 27 2015
  • Shipped
  • Aug 24, 2020

    Admin response

    Automation is now available for Enterprise+ customers.

    Automation rules can be used to streamline a variety of tasks in Aha!, including

    • Changing the assignee when the status changes

    • Copying the assignee from another field

    • Setting a default assignee per idea category

    Learn more

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  • Laura Giles commented
    21 Sep, 2018 05:11pm

    Requiring a lot of manual effort to have to keep a list of which licensed user it goes to next if we can't setup default assignee based on status and initial person has multiple possible owners but have defined resources based on product category. (i.e. let me reference my excel spreadsheet matrix to figure out who it goes to next)

  • Melissa Johnson commented
    14 Jul, 2018 12:06am

    Also agree with Guest's comment. Why provide workflow at all if this basic functionality can't be accommodated? The argument given, [you can manually change this] is true of status changes overall.

    The amount of 'manual' things that need to be done in Aha is causing us to re-think the tool. It's coming to a point where all the many, although small, manual tasks are causing us to rethink the value (e.g. is administration of the tool taking more time than the value it provides?)

  • Derek Impson commented
    7 Jul, 2017 07:18pm

    Have to agree with Guest's comment. The purpose here is automation, saving time. yea, its a few seconds here and there, but it adds up over the course of time. 

  • Guest commented
    14 Dec, 2015 09:42am

    Thanks for the feedback.

    Without automatically assigning the task to a different person, it's not really a workflow solution. The whole point of workflow is to automate the flow of work across groups of people. If the system relies on those people having to know who to assign the next step to, it's not a lot better than outlook.

  • Admin
    Ron Yang commented
    12 Dec, 2015 01:42am

    As you already know, we have a wide variety of functionality which allows for custom workflows across different areas of Aha! We can see that having this additional layer can potentially save a click during these interactions. 

    However, based on our current priorities and the straightforward workaround of changing status and then selecting the assignee, we do not have plans to make changes in this area.