> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Assigning Tasks in Flows: A Guide to Assign Strategy

> Route flow tasks automatically with Round Robin, Group with Default, By Workload, and By Prompt

Almost every step in a Chamelio flow eventually needs a person to do something — fill in a field, review a negotiation, sign a document, or approve content before it moves forward. Wherever a step needs a human in the loop, an assignment control determines who that person is. **Assign Strategy** lets you define a rule for how the assignee is picked, instead of hardcoding one person's name, and Chamelio applies that rule every time the flow runs.

## What "assigning" means in Chamelio

Every flow run creates a task, and that task always has an assignee — the person currently responsible for the next action. As a flow moves through its steps, the assignee can change: whoever fills out a Collect form isn't necessarily who reviews the Negotiate step or signs the final document. Leaving a field Unassigned puts the task in a shared queue until someone claims it; setting a rule routes it automatically.

## The "Assign to…" menu

Wherever you can assign a step, the same core menu opens (a couple of options only appear where they make sense):

* **Unassigned** — leaves the task unowned until someone picks it up
* **User Assign** — hardcodes one specific teammate as the owner
* **Role based assignment** — routes by Owner (the task's overall owner) or Requester (whoever submitted the intake)
* **From Flow** — pulls the assignee dynamically from an earlier variable
* **Assign strategy** — opens the smart-routing rules below

## The four Assign Strategies

| Strategy           | How it works                                                                                                                                                                                                                           |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Round Robin        | Cycles through a list of users or groups, handing each new task to the next person in line                                                                                                                                             |
| Group with Default | One default assignee normally handles the work; additional users act as a backup pool                                                                                                                                                  |
| By Workload        | Assigns to whoever in the selected pool currently has the lightest load                                                                                                                                                                |
| By Prompt          | Hands the decision to Chamelio's Agent — you write plain-language instructions (e.g. route by region or contract type) and the agent picks the assignee at runtime. Only available on step-level fields, not the workflow-wide default |

## Where you can use Assign Strategy

| Location                              | Notes                                                                                                                                                                             |
| ------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Workflow Settings (Ownership → Users) | Round Robin, Group with Default, and By Workload only — no By Prompt, since there's no context yet to reason about                                                                |
| Collect                               | The "Assign to…" field for who receives and fills in the request                                                                                                                  |
| Negotiate                             | The Review Assignee field — all four strategies apply, and **Add condition** lets you build rules like routing high-value contracts to one reviewer with a fallback Else assignee |
| Sign                                  | The Signatures coordinator field — all four strategies apply                                                                                                                      |
| Approval                              | Each approver group under Select Approvers can use a strategy instead of naming people directly                                                                                   |
| Agent (Human Approval)                | The reviewer field uses the same menu, including all four strategies                                                                                                              |
| Customization                         | **Exception:** the Assignee attribute only supports a static Value or From Flow — Assign Strategy isn't available here                                                            |

<Tip>
  Reach for Round Robin when work is interchangeable and you want fair rotation. Use Group with Default when one person should usually own the work but needs a safety net. Choose By Workload when volume is uneven. Save By Prompt for cases where the right assignee genuinely depends on the content of the request.
</Tip>
