When Auto-Assign is enabled on a SmartrFlow task, Smartr365 will automatically assign that task to a user within the firm who holds the matching business role. This removes the need for a manager or administrator to manually allocate every task.
How it works
When building or editing a workflow in Settings > Workflow Builder, each task has an "Auto Assign Task?" option (Yes/No).
You also assign a Role to the task (e.g. Adviser, Case Manager, Administrator).
When a case reaches the relevant workflow status and the task is created, Smartr365 checks which users in your firm hold that role and assigns the task automatically.
When to use it
Clear role responsibilities -- If your firm has dedicated case managers or administrators, Auto-Assign ensures tasks land with the right person without manual intervention.
High case volumes -- Reduces admin overhead when processing many cases at once.
Requirements
Each task must have a Role assigned for Auto-Assign to work. Tasks without a role cannot be auto-assigned.
The relevant users in your firm must have the correct business role configured under Settings > User Management.
You can also set an SLA (Working Days) alongside Auto-Assign to track task deadlines.
If Auto-Assign is set to No, the task will still appear on the workflow but will need to be manually assigned to a team member.