Automatically Populate Personal Workflow Board When Assigned Task on Other Board

Hi,
When another team member makes me owner of an item on their personal workflow board, I’d like that item to show on my personal workflow board. I do not want all of my teammates tasks to be connected to my personal board though - only items that I am the owner of. How do I do this?

1 Like

Hi @logantaaylor,

These are two ways you can solve your this Problem:
1.Set up an automation on your teammate’s board to copy the item when you become the owner.
The automation would look like: ‘When the owner of an item changes to me, create a duplicate in [My Personal Workflow Board].’

2.you can set up a view on your personal board with filters to display only the tasks where you are the assignee, ensuring you only see the items assigned to you.

Zaki
Business Workflow Consultant
Ready Logic