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List & Status Assignment Automation

Automate your workflows by adding and updating assignments to teammates based on List & Statuses.

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Written by Team
Updated this week

List & Status assignments are a simple yet powerful way to automate and update assignments to streamline workflows.

These assignment automations are fantastic for:

  • Approval workflows

  • Form intake auto-assignments

  • Project phase ownership

How List & Status Automations Work

You will see the opportunity to assign a project collaborator to a List or Status when your Tasks screen is grouped by that respective entity.

  • List view defaults to a List grouping

  • Kanban view defaults to a Status grouping

The assignment will appear at the top of the grouped by entity with an assignment icon, such as this example which shows List assignment.

Assignment Updates

When a collaborator is assigned to a List or Status, they are automatically assigned to any task within them, including new tasks that are moved into the List or Status.

This example shows a task being assigned to Ashley as it moves into a Status assigned to her.

However, unlike when someone is assigned directly to a task, a List or Status assignment will unassign that person when the task exits the List or Status to which they are assigned.

In this example, the task is moved out of the Status that is assigned to Ashley, thus removing her assignment.


​Understanding Assignment Updates

You can use the below diagram to ensure you understand how List and Status assignments will function based on a task's update.

Status 1 (Assigned to Ashley

Status 2 (Unassigned)

List A (Assigned to Carlos)

This Task is assigned to Carlos & Ashley

This Task is assigned to Carlos

List B Unassigned

This Task is assigned to Ashley

This Task is unassigned

If this diagram is helpful, try changing your Tasks view to Swimlane to see it within your workspace.

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