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In Next Matter, every step in a workflow needs to be assigned to someone who should be responsible for completing it. This person (or team) is called the assignee. You can assign steps statically or dynamically based on data (so you can have a fixed assignee or decide on the assignee based on rules or conditions). Types of step assignees
  1. Internal users
    • Specific user
    • Team (any team member can complete it)
  2. External users - someone outside your organization (such as a customer or vendor) who needs to submit a form or upload a file. Such users will get an external link to use without any login.
  3. Conditional or dynamic assignment - users are assigned at the workflow start or their selection is based on conditions.
Where to configure this? In the workflow builder:
  1. Select a step
  2. Go to the Assignee selection dropdown.
  3. Select the assignee.
You can use the out-of-office setting to update assignees when the original one is away. Learn more…

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How does step assignment work?


Steps are normally assigned at workflow creation. You can assign steps to teams or specific users. This assignment can be overridden in one of the following ways:
Note that Automated delegation ignores the Out of Office settings.
For details, see Reassign tasks… Note that reassignments only work before an instance has been started. If it’s already in progress, you can take over steps assigned to your team (or if you’re an admin or instance lead).
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