Auto-assignment: round robin and least loaded
Stop deciding who gets the next task; let the rule decide fairly.
The three modes
- Specific person: everything goes to one owner (a triage manager, for instance).
- Round robin: rotates through your member pool in order, one each. Fair by count.
- Least loaded: assigns to whoever has the fewest open tasks right now. Fair by workload.
Setting it up
- Work > Automations > New automation.
- Trigger: A task is created (or An intake form is submitted for form-driven intake).
- Action: Assign user, pick the mode and select the member pool (Ctrl/Cmd-click for multiple).
- Save. New tasks now assign themselves.
The one-click recipe Auto-assign new tasks round robin does steps 2 to 4 for you with all employees in the pool.
How the modes decide
Round robin remembers its position per rule, so the rotation survives restarts and stays even. Least loaded counts each candidate's open (not completed) tasks at the moment of assignment and picks the lightest; ties go to the first in the pool.
Tips
- Combine with a project condition to give each team its own rotation.
- Pair least-loaded with the Workload view to watch balance improve over time.