Task types define the shape of a kind of work. Assignment rules decide who receives unowned work. Configure both so a new task starts with the right context and accountable person.
Before you start
You need administration access. Know which records and fields the task needs and who should own exceptions.
Use Settings search or the navigation to find the controls you need.
Configure and check new work
Open Settings → Task types and inspect an existing type or choose New task type.
Choose a clear name and stable key. Check the key carefully because it cannot be changed later.
Configure the required and optional attributes, linked records and fields. Review what Scout Agent can edit.
Review the task’s appearance and sections, including the mobile preview where available.
Make the type Live when it is ready for new creation and rules. A Draft type is hidden from new work while existing tasks keep working.
Open Task assignment. Order complete rules from specific to broad, choose assignees and a fallback, then Save rules. Check a representative new task.
Check the result
The Live type is available for new work, and an unowned matching task receives the intended owner. The first matching assignment rule wins.
Set task scope deliberately
A linked record exists independently of the task. Use attributes that define which order, line, material or shipment the work covers. Mark required context only when it can reliably be supplied at creation.
Changes to a type can affect many future tasks. Review supported edit constraints for existing attributes before assuming their data type or required setting can be changed.
Order assignment rules
Rules run from top to bottom and apply to work no one owns. Each rule needs a task type or segment and a person. A broad rule above a narrow one can capture its work first.
Choose a fallback for tasks no rule catches. If left unset, the product uses the first teammate; make ownership explicit for operational work.
Repeat a task on a schedule
A task type can open a new task on a fixed schedule, for example a weekly review. Each run is its own task, so last week's finished task stays closed and a fresh one arrives on time.
Open Settings → Task types and choose the type, or create one with New task type.
In the type's flow, add a Schedule trigger.
Under Repeats, choose Every day, Every week or Every month, and set the Time. The time uses the workspace's time zone.
Under When the schedule runs, choose Create to open the task automatically, or Suggest to have it waiting on Home for someone to create.
To have Scout Agent do the work each time, add a playbook step and say what it should produce, for example "attach an Excel file with one row per open order line".
Make the type Live.
You need administration access to change task types.
If something does not look right
What you see | What to check |
A type is missing from creation | Check whether it is Draft, removed or unavailable for that workflow. |
The wrong teammate receives work | Review rule order, task type, matching records and whether the task already had an owner. |
Does setting a type to Draft stop existing tasks?
Does setting a type to Draft stop existing tasks?
No. Draft hides the type from new work; existing tasks keep working. Review active work separately.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.