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Published 20 hours ago • verified publisher icon mattermost

Pre-assign tasks

Open luc-ass opened this issue 3 years ago • 7 comments

Hey there,

I just started playing around with Playbooks in our Mattermost instance. Looks like this could make onboarding for new coworkers simpler and more structured. As we have certain tasks that are performed, could I pre-assign specific tasks to specific people?

Thanks a lot! Lucas

luc-ass avatar Nov 09 '21 15:11 luc-ass

Hey Lucas!

We're brainstorming this feature actually! Could you clarify if your use case is to pre-assign to the same specific individual every time the playbook runs (eg. Angela or Steve), or to a pre-assign role so whoever fills that roles becomes the assignee (eg. The New Hire or Team Lead)

itao avatar Nov 09 '21 15:11 itao

Both cases would actually be extremely helpful. In our case it would be something like:

  1. Give out keys @angela
  2. Create Mattermost Account @lucas @marlon

luc-ass avatar Nov 09 '21 16:11 luc-ass

Ah gotcha. And in the case where you have multiple people on a task, is there one clear owner? For example, is the intention to @ mention people or is it to assign ownership? (ie. either person can check off? require both to check off?)

itao avatar Nov 09 '21 18:11 itao

Either can check it off. At least for our use case.

luc-ass avatar Nov 09 '21 19:11 luc-ass

Just to share more on this front: we're hoping to tackle exactly this feature in Q1 2022. Stay tuned!

lieut-data avatar Dec 07 '21 16:12 lieut-data

We are planning to migrate some of our workflows to Mattermost. This feature would be extremely helpful to us. Looking forward to updates!

Kazintsev avatar Jul 25 '22 08:07 Kazintsev

Yeah, curious. Any updates on this?

luc-ass avatar Jul 25 '22 08:07 luc-ass

Just to share, @m-ripper has a PR for https://github.com/mattermost/mattermost-plugin-playbooks/pull/1639. Interested in hearing feedback!

lieut-data avatar Dec 06 '22 18:12 lieut-data

Sounds like this is just what I wanted. Any way to test this out?

luc-ass avatar Dec 07 '22 09:12 luc-ass

We're hoping to merge it next week, after which there will be a build available here, and also include it in v7.7 (January) unless other issues are found.

lieut-data avatar Dec 07 '22 18:12 lieut-data

@luc-ass, thanks to @m-ripper's efforts, this has shipped:

CleanShot 2023-01-25 at 13 48 44@2x

Users with pre-assigned tasks are also invited automatically:

CleanShot 2023-01-25 at 13 48 50@2x

Let us know if you have more ideas :)

lieut-data avatar Jan 25 '23 17:01 lieut-data

Thanks, we have already tested one run with the new task assignment. It works and looks great.

We noticed, that tasks can only be assigned to one person at a time. Could this be changed to allow for more assignees?

Our use-case would be, that some tasks are performed by two people and there is also a backup for if someone is sick.

luc-ass avatar Jan 25 '23 17:01 luc-ass

Got it, @luc-ass! We've had another request for this too -- https://github.com/mattermost/mattermost-plugin-playbooks/issues/1247. cc @itao

lieut-data avatar Jan 25 '23 20:01 lieut-data