Auto-Assign (Round Robin) Action
The Auto-Assign action distributes cards across team members using round-robin or ratio-based algorithms. Perfect for fair workload distribution.
Distribution Modes
Even Distribution: Each team member gets cards in rotation.
- Person A, Person B, Person C, Person A, Person B...
Ratio-Based Distribution: Assign based on custom ratios.
- Person A: 50%, Person B: 30%, Person C: 20%
Configuration Options
Team Members: Select which users participate in auto-assignment.
Distribution Mode: Choose even or ratio-based.
Ratios (if applicable): Set percentage for each team member.
Notification: Send notification to assignee.
Email: Send email to assignee.
How Round-Robin Works
- System tracks last assigned user
- Next card goes to next user in rotation
- Skips unavailable users (if configured)
- Continues rotation indefinitely
Example: Even Distribution
Team: Alice, Bob, Carol
| Card | Assigned To |
|---|---|
| 1 | Alice |
| 2 | Bob |
| 3 | Carol |
| 4 | Alice |
| 5 | Bob |
Team ratios: Alice 50%, Bob 30%, Carol 20%
Over 10 cards:
- Alice: ~5 cards
- Bob: ~3 cards
- Carol: ~2 cards
Configuration Example
Distribution: ratio
Team Members:
- alice@company.com: 40%
- bob@company.com: 40%
- carol@company.com: 20%
Send Notification: Yes
Send Email: No
Use Cases
Lead distribution: Evenly distribute incoming leads across sales team.
Support tickets: Assign tickets based on team capacity ratios.
Task assignment: Balance project tasks across developers.
Review queue: Rotate review assignments for fairness.
Best Practices
- Match capacity: Use ratios for uneven workloads
- Include enough people: Avoid bottlenecks
- Monitor balance: Check distribution periodically
- Handle absences: Remove unavailable team members
- Notify always: Keep team informed of assignments
