Overview
The Assign Project step allows you to automatically assign a project to one or more team members as part of a workflow. When multiple team members are added, projects are distributed evenly among them in a round-robin fashion, ensuring a balanced workload across your team.
How to Access the Workflow Builder
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Click Workflows.
Click the Workflows tab.
From here you can either click the pencil icon on an existing workflow to open it, or click Create Workflow to create a new one. Both will open the Workflow Builder.
Adding an Assign Project Step
In the Workflow Builder, hover over any of the downward arrows between steps and click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.
An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select Assign Project under the Tasks & Projects section.
This will open the Edit Step panel on the right side of the screen.
Configuring the Step
Step Status Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.
When Does This Run? Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.
Conditional Logic Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.
Project Configuration
When this step occurs, the project will be assigned based on the chosen team member(s). You can assign team members to the following roles:
Assignee
Inside Sales Rep
Production Manager
Accounting Manager
Round-Robin Assignment You can add multiple team members to each role. When multiple members are listed, ProLine will distribute projects evenly among them in the order they appear. For example, if John and James are both listed as Inside Sales Reps, John will be assigned first, James second, and so on.
Best Practices
Placement in workflow: It is recommended to place this step near the top of your workflow to ensure the project is assigned before any outbound communications or tasks are automated.
Priority order: When using multiple team members, make sure the order in which they are listed matches your team's preferred assignment priority.
Saving
Once you have configured the step, click Save.
Need Help?
If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.