Question

Is there a way to limit the boxes assign to a person?

  • 21 February 2022
  • 1 reply
  • 13 views

Im using Streak and Zapier to manage a little business, i want to know if the next situation is posible:

So i have like 400 new boxes created each month, and each box represents a case. 

I want to assign 50 boxes to every person in my team, so they can each manage 50 cases every month. And i also want when they closed a case (when they move a box to “finish” stage) that automatically assign them a new box from the “new” stage, so they always have 50 and no more. 

 

Is there a way to do this?

I managed to automatically assing a box to a person when its moved from the “new” stage to the “is ready to..” stage, but i want to limit the number.

 


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1 reply

Userlevel 7
Badge +14

Hi @Anonimo 

You’ll likely need to log all of these into a GSheet or some other apps and layer in logic that checks against that log to determine how many a person is assigned and who to assign to.