- Go to the event automation page, by clicking the Configuration icon on the top right corner of the page.
- Choose the scenario “Whenever a status changes to choose status assigned to someone” under the Status Change category.
- Then click the “choose status” and then select the available status shown below.
- Then click “someone” to choose the users to whom the task is to be assigned.
- Now the user can select the team members from the drop-down menu or choose the Form Fields that are available in the tasks.
- Then click “Apply”.
- Next click “Save Automation”. To save this configuration.
- PlatformProducts
Streamline your business operations and dynamic workflows in minutes.
Transform the way you manage your customer relationships with our cutting-edge CRM solution.
Products
Optimize and streamline routine business processes to enhance operational efficiency.
Build an excellent customer support experience and boost agent productivity with Yorodesk.
Products
Plan your projects, collaborate with your team, and track your work smartly.
Create, send, and analyze campaigns effortlessly for impactful communication.
- Comparison
App Builder & Process AutomationYoroflow is a workflow and process automation software that helps to streamline your work.
Sales Automation PlatformYoroCRM is a sales-focused solution that offers a intuitive interface and is particularly suited for small businesses.
Project Management SoftwareYoroproject is a cloud-based system that allows users to manage projects from anywhere.
Helpdesk & Ticketing SoftwareYorodesk’s helpdesk system is a great way to manage customer support requests.
Email Marketing SoftwareStreamline your email marketing with an all-in-one platform for creating, sending, and analyzing campaigns.
- Resource
