See how to future-proof your processes by assigning tasks dynamically through role assignments in your Process Street checklists.
In this video, we use the example of a New Client Onboarding template. First, we demonstrate how to assign a task to the user who creates a checklist. Then, we explain how that user chooses an Account Manager in their task and Process Street automatically assigns the next task to the appropriate user. Every time someone runs this checklist, the Account Manager can be different, and the task assignment will always be correct.
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For more information about how we use dynamic role assignments:
0:32 – Feature explanation
0:43 – Example walkthrough
1:15 – Using the Checklist Creator role assignment
1:25 – Using the Members role assignment