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Airtec Corporation Pty Ltd, Michelle Beaumont

Hi There,

We have an automated form that creates a task in a project and we want to be able to auto-assign our internal users to the tasks. I can't find a work around for this anywhere.

Thanks

Michelle

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Jaideep
Best Answer

An automated rule can assign newly created tasks to users. Create the rule on Task model right after creation to update the record.


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Cybrosys Techno Solutions Pvt.Ltd
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Hi,

This can be achieved using an Automated Action.

1. Go to Settings → Technical → Automation → Automated Actions.
2. Create a new automated action:
Model: Project Task
Trigger:On Creation (Record Created)
  Add any filter conditions if the assignment should only apply to specific projects or tasks.
3. Set the action to Update Record
4. Update the Assignees(`user_ids`) field (or Responsible (`user_id`) depending on your setup) with the desired internal user(s).
5. Save and activate the automation.

Whenever a new task is created by the form, Odoo will automatically assign the specified user.


Hope it helps

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Yadenis Pinero
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Hi! Automatic task assignment depends entirely on your specific allocation strategy and the business rules you want to enforce. I have worked with automated task allocation in Odoo 16 using specific rules for team distribution, and I used a module called xopgi_allocation from the app store to handle it.

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