A feature that would be of big help is to auto assign pulses to a user from a list of users in a round robin order. Currently, I am having to do that myself and a big help would be to automate that process. We have up to 700 pulses added a month on 1 board alone, so doing this manually becomes a very time consuming process.
Hi @JordanD! I’ve heard this request before - would you be able to expand on your workflow so we can understand a bit more how this would be beneficial for you? Curious to understand what’s behind the 700 items Cheers!
Sure. Without going into too much detail about the business we are in, we have a department (We can call it Department A) that reaches deals. Once a deal is reached, Department A creates a pulse via form for another dept (Department B) to work off of. Department B will follow up on several items related to the deal. Each one of these deals needs to be assigned to a rep in Dept. B and distributed fairly. It would be nice to have this done automatically via round robin automation among a group of users that I select. Right now I have to manually go in and manually assign them which is a tedious task.
Awesome thanks for sharing!