Just Launched! — Flexible Automation Rules to Dynamically Assign Work
May 20, 2020

Just Launched! — Flexible Automation Rules to Dynamically Assign Work

by Claire George

Managing handoffs between team members can slow any organization down. Especially when the process is manual. This is why we continue to enhance Aha! automation. With today’s update, you can dynamically assign work to different people as it moves through your workflow.

You can now automatically assign work to a teammate listed in a standard or custom user field.

Let’s start with how automation in Aha! works. Workspace owners can create automation rules for recurring tasks — such as updating specific fields on a record or adding to-dos and approvals. For each rule, you need to choose a trigger event and what you want the resulting action to be. For example, you might create a rule to send an email to the team when an idea reaches a certain number of votes.

Within automations, you could already auto-assign work to a predefined user. This is ideal when the same person always handles a particular task. But larger teams often need to assign work in a more dynamic way. Today’s enhancement makes it possible to do exactly that. Now when you create a rule, you can choose to dynamically assign work to a teammate listed in a standard or custom field on a given record.

Automation is available for customers who have selected our Enterprise+ plan. Enterprise+ also includes advanced security and backup features, as well as ongoing training services. Please contact us if you would like to learn more.

Here are two common reasons to start using the new capability:

Auto-assign to-dos

Automatically assign work to the right person at the right time. In the example below, we created a rule to add a to-do when an initiative is assigned to a user, alerting the owner that we need to build an implementation plan. Using “the same as” configuration option ensures the to-do is always assigned to the right person.

Standard user fields include assigned user and created by user.

Standard user fields include assigned user and created by user.

Reassign work

Streamline handoffs between team members. Here, we created a custom field to capture which designer will work on a feature. Changing the status of feature to “Design” automatically updates the assigned user on the record, making it clear that Erik is now responsible for moving the work forward.

Add rules for goals, initiatives, releases, master features, features, requirements, and ideas.

Automation helps your team work more efficiently and consistently — so you can focus on moving your plans forward.

Offload some of those recurring but oh-so-important tasks that take up precious time in your workday. Even better? The confidence of knowing that your team’s workflow process will be followed.

Sign up for a free Aha! trial — be even more productive Automation is available for customers in the Enterprise+ plan. This plan is ideal for organizations that want the most sophisticated capabilities. Enterprise+ also includes advanced levels of support, security, and backup features as well as ongoing consulting services.

Claire George

Claire George

Claire is passionate about helping product development teams learn how to bring their strategy to life. She is the director of product marketing at Aha! — the world’s #1 product development software. Claire has 20 years of marketing and software experience. Previously, she led product marketing at an agile-based work management platform.

Follow Aha!

Follow Claire

Related articles

Most popular new Aha! features launched in Q4 2021
December 22, 2021
Most popular new Aha! features launched in Q4 2021

What does it take for product teams to be happy? I believe it comes down to delivering real value — for customers and the business. You need to have the right people in…

Share visual roadmaps with customers via ideas portals
January 19, 2022
Share visual roadmaps with customers via ideas portals

Eighteen thousand ideas portals. Three million ideas. Altogether our customers collect an incredible amount of information from their own customers via portals in Aha!…

Create one unified product and engineering backlog in Aha! Develop
December 2, 2021
Create one unified product and engineering backlog in Aha! Develop

How do you balance building new product functionality against improving technical capabilities? Many product development teams struggle with this challenge. You want to…

Aha! commits $400,000 to charitable giving in 2022
December 20, 2021
Aha! commits $400,000 to charitable giving in 2022

Learn about the history of our philanthropic giving program Aha! Cares and the nonprofit organizations that are receiving funding in 2022.