Set workflow state to Assigned on initial assigment

This feature allows the status to be set to "Assigned" when you assign a user to a project.

1. Go to the template editor and add a new status of Assigned with the value = ASSIGNED. The workflow needs to be set to Assigned. Click Save. 

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2. Under Workflow Types: Check the box "Set workflow state to assigned on initial assignment". Click Save. 

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3. When an assignment is made via bulk assign, project level assign, assign through customer API or assign through import, the status is set to the workflow state of assigned.

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 Please note: This feature will work in conjunction with the Accept/Decline workflow. 

 

 

 

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