How to create a workflow to assign tasks to users in Bubble.io?

Learn how to effortlessly create a workflow to assign tasks to users in Bubble.io with our step-by-step guide. Get started now!

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Overview

Creating an efficient workflow to assign tasks to users in Bubble.io is a straightforward yet powerful way to manage projects and team responsibilities. In this guide, you'll learn how to set up your database, create a task assignment form, develop the necessary workflows, and establish task notifications. By following these steps, you can streamline the process of task delegation and ensure that each team member gets notified promptly about their assigned duties. Let's dive into the step-by-step process to get your task management system up and running in Bubble.io!

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How to create a workflow to assign tasks to users in Bubble.io?

Step-by-Step Guide to Create a Workflow to Assign Tasks to Users in Bubble.io Step 1: Setting Up Your Database

Go to the Data tab in Bubble.io.
Create a data type called "Task" and add the following fields:
- Title (Type: text)
- Description (Type: text)
- AssignedUser (Type: User)

Step 2: Creating the Task Assignment Form

Navigate to the Design tab.
Drag and drop the following elements onto the page:
- Input element for the task title.
- Multiline Input element for the task description.
- Dropdown element to select the user to assign the task to.
- Button element to trigger the task assignment workflow.
For the Dropdown element, set the choices to be dynamic and source it from "User" data type's email field.

Step 3: Creating the Workflow

Go to the Workflow tab.
Click on the Button element to start creating a new workflow.
In the "When Button is clicked" section, select "Data" and "Create a New Thing".
Set the Thing to create as "Task".
Set the fields as follows:
- Title – Input element’s value
- Description – Multiline Input element’s value
- AssignedUser – Dropdown element's value

Step 4: Setting Up Task Notifications

Add an additional action in the same workflow to send a notification or email to the assigned user.
For example, you can use the "Send Email" action and configure it to send an email to the selected user with task details.

Step 5: Testing Your Workflow

Preview your Bubble.io app.
Fill out the task assignment form and click the button to trigger the workflow.
Verify that the task is assigned to the selected user and the notification or email is sent successfully.

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