Learn how to delegate tasks inside an existing workflow or a custom template you are building from scratch. This powerful feature lets you auto-assign tasks on a set-and-forget basis. When a card moves into a new stage, BrokerEngine automatically creates a task for the responsible party (i.e. broker or specific team member), team, or team role without the need for manual delegation.
Contents
Prerequisites
Video walkthrough
Opening the Workflow Templates page
Click your initials in the bottom left corner and select Settings.
Click Workflow, then Workflow Templates
Delegating a task
Locate the workflow template you want to edit.
Click the template name to open the editor.
If the workflow template is running, switch off the Published toggle.
Check a box to select a member or team. (see below)
Click Save.
Switch on the Published toggle.
Choosing an assignee
Check a box to select one of these options.
Assign to Broker - BrokerEngine assigns the task to the broker associated with the client.
Assign to Team - BrokerEngine delegates the task to the team assigned to the client card. If you select this option but don't assign a team to the client card, BrokerEngine leaves the task unassigned.
Assign to Team Role - BrokerEngine delegates the task to the team member assigned to the team role.
Another option
There is one more option, but it has a distinct limitation. You can assign a specific user name (rather than a title) to a task. This option works well if you want the same person to be responsible for this task every time it appears on the platform. Unlike the broker, team, or team role options, assigning a person offers comparatively less flexibility when it comes to accommodating staff changes. Broker, Team, or Team Role titles remain constant even if the individual users associated with the titles change over time.
To assign a person:
Click the three-dot icon next to the task template name. A new window displays.
Select Edit.
Go to the Assignee row and click Select.
Check the radio circle next to one name.
Click the X icon to close the window.
