Route feedback with assignment rules

Assignment rules route new or newly classified feedback to the right team members. A rule can also add tags, set a status, or add a due date.

Create an assignment rule

Go to Feedback → Settings → Triage.
In Assignment Rules, select Add Rule.
Enter a clear rule name.
Under Route by, choose one condition:

- **Classification** — Bug, Feature request, or General.
- **Board** — feedback created on a selected board.
- **Tags** — feedback containing any selected tag.TypeScript

Choose one or more results:

- assign team members;
- add tags;
- set the status to In review, Planned, In progress, Completed, or Closed; or
- set a due date as a number of days from when the rule runs.TypeScript

Select Add Rule.

A rule must have one condition and at least one result.

When rules run

Userorbit evaluates assignment rules when feedback is created and when its classification changes. Only the first matching enabled rule is applied.
If feedback already has a manual assignee, Userorbit preserves that assignee. The matching rule can still add tags, change the status, or set a due date.

Edit or delete a rule

In Assignment Rules:

Select the pencil icon to change the condition, assignees, tags, status, or due date.
Select the trash icon to delete the rule.

Changes apply the next time rules are evaluated. Editing or deleting a rule does not retroactively reroute existing feedback.

Create an assignment rule

When rules run

Edit or delete a rule

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