Remove default to assign task to self when creating activity

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Peter Sandberg
Peter Sandberg Member Posts: 1
edited June 2022 in Sales CRM #1

Is there a way to have an activity not be automatically assigned to me?  When I create an activity it usually needs to be assigned to another team member, but the default is my name and working through so many activities I am accidentally not reassigning the task to others.

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  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited May 2022 #2
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    Hey Peter!

    By default, you cant change it. 

    One way to just work around this is by using specific "Activity" types for automation.

    Trigger - Activity is created
    Condition -  IF activity type is this "Assign to John" and the Activity owner is Peter Sandberg
    Action - Update activity fields Owner - John

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