Auto Assigner -
Top-Down
Streamline Task Distribution with Top-Down Assignment
Automatically assign leads and tasks in a structured order, ensuring balanced workflows in monday.com with no manual intervention.
Introducing Your Top-Down Task Assigner
Auto Assigner – Top-Down is an intelligent add-on for monday.com that distributes new leads and tasks to team members based on a predefined list, starting from the top. This automated assignment tool eliminates the need for manual distribution, ensuring that tasks are assigned in a consistent, balanced order. Perfect for lead distribution and task management, Auto Assigner – Top-Down simplifies your workflow and maximizes team productivity.
Simplify Task Distribution with Top-Down Assignment
Automated Top-Down Assignment
Distribute leads and tasks to team members based on a predefined order, removing the guesswork and saving time on manual assignments.
Structured Workload Distribution
Ensure balanced workloads by following a consistent assignment order, improving team productivity and reducing overload.
Seamless Integration with monday.com
Integrated directly within your monday.com account, Auto Assigner – Top-Down streamlines task assignment without disrupting your existing workflows.
Effortless Reassignment
Quickly reassign tasks as needed with a single click, allowing you to maintain continuity and ensure tasks are handled efficiently.
How Does it Work?
Auto Assigner – Top-Down integrates seamlessly with your monday.com setup, automating the assignment of tasks based on a prioritized list. Here’s how it works to keep your team organized and efficient:
Define Your Team's Assignment Order
Establish a predefined list of team members in the order you want tasks to be assigned. The add-on will follow this top-down list, ensuring assignments start from the top and progress down.
Auto-Assign Tasks as They Arrive
As new leads or tasks are created, Auto Assigner – Top-Down automatically assigns them to the next team member on your list, removing the need for manual assignment and ensuring a balanced workload.
Rotate and Reset Order
Once the last team member on the list receives a task, the assignment cycle resets, starting again from the top, maintaining an even distribution across your team.
Reassign Tasks Easily
If a team member can’t follow through on an assigned task, simply go to their status column and click ‘unassign.’ The add-on will automatically reassign the task to the next available team member on your list, keeping your workflow smooth.
More Add-ons to explore!
Here are some additional features that can easily be applied to your workflows. They are designed to streamline your work and minimize time spent on manual administrative work.
Security and privacy
monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).
Enhance Your CRM with Auto Assigner - Top-Down
Optimize your CRM with automatic top-down task assignment. Distribute leads and tasks effortlessly, ensuring every team member has an equal share and no task goes unassigned.
Get started with the Auto Assigner - Top-Down
Ready to automate task distribution? Get started with Auto Assigner – Top-Down today and enhance team productivity.
