User

After you’re done inviting your teammates to your workspace you can use this field to assign tasks to them or make them a deal owner.

Chat icon
Transcript

Creating a User field

  • Under any list click on fields
  • Click + Create New Field
  • Type in a field name
  • From “Field Type” Drop Down List select “User”
  • Click “New Field” and you’re good to go!

Field Options

Notify user when set

  • This option is disabled by default
  • When enabled it will send notification to any user that gets assigned to this field

Default Value

  • The option for default value with the user type field is “Set default value as creator“
  • When this is enabled any user that creates a record will be assigned to that user.

Examples

Creator

Workiom keeps the creator of each record saved by default, this field is a system field and can’t be edited.

Last Modifier

This system field keeps track of who was the last person to edit any field in the record.

Assignee

  • When you create a task list the field assignee will be created with the list by default
  • All tasks assigned to you through this field in all task Lists will appear under “My Work”
Search icon

Looking for something else?

Search by entering some keywords such as; 'email automation', 'linked list'...
Chat icon

Still need help?

If you could not find the answer to your question, please contact the support team using the chat box.