📖How To Add Rotation for Picking Tasks in Pagerly

This section covers creating round-robin rotations wihtout schedule for picking tasks one by one

Create a task-based round-robin team in Pagerly

1. Navigate to https://workspace.pagerly.io/teams

2. Click "Add Team"

3. Click "Round-Robin Rotation for picking tasks (without schedule)"

4. Click "Next"

5. 1. Add team name. 2. Add users to rotate. 3. Click "Save"

6. Team added successfully!

Manually Assign Tasks in Slack

You can manually assign tasks using any of the assignment options above or by mentioning @pagerly team task directly in Slack. This allows you to quickly create and assign a task without leaving the conversation.

Use @Pagerly <team> or @Pagerly <team> task to convert a message to task

Or click on 3 elipses messages on any slack message and convert to task

Automatically Assign Tasks from Channel Messages

If you want tasks to be created and assigned automatically from messages posted in a channel (for example, assigning tasks for every message posted by a bot), Pagerly can support this via custom workflows.

To enable automatic task assignment from channel messages, reach out to the Pagerly team, and we’ll help you configure it based on your requirements.