Assign Card Automation Action
The Assign Card action automatically assigns cards to specific team members when triggers fire. Ensures accountability and clear ownership.
Assignment Options
Kanban Owner: Assign to the board owner.
Specific User: Assign to a predetermined team member.
Previous Assignee: Keep or restore the previous assignment.
Notification Options
Send Notification: Trigger an in-app notification to the assignee.
Send Email: Send an email notification about the assignment.
Configuration
Assign to: specific_user
User: john@company.com
Send Notification: Yes
Send Email: No
Common Use Cases
New card ownership: When a card is created, assign to team lead for triage.
Escalation assignment: When priority becomes urgent, assign to senior team member.
Review assignment: When card enters "Review" list, assign to QA lead.
Return to creator: When card is rejected, assign back to original creator.
Example Configurations
Auto-assign new leads:
Trigger: Card created in "New Leads"
Action: Assign to kanban owner
Notification: Yes
Email: Yes
Assign by deal size:
Trigger: Deal value > $50,000
Action: Assign to senior_sales@company.com
Notification: Yes
Reassign on stage change:
Trigger: Entry to "Implementation"
Action: Assign to implementation_lead
Notification: Yes
Email: Yes
Best Practices
- Always notify: Don't silently assign
- Use conditions: Match assignments to context
- Consider workload: Check team capacity
- Document expectations: Clear assignment = clear responsibility
- Allow overrides: Automations shouldn't prevent manual changes
