How does task routing work in Zoho Creator, and when should I use it?
In Zoho Creator, task routing is typically implemented using workflows + user fields + decision logic to assign tasks automatically to the right person or team. Here's how:
Use Lookup or Dropdown Fields:
Add fields like “Assigned Department” or “Location” to define the routing logic.Set Up Workflow Rules:
Create condition-based workflows in Form Actions or Scheduled Workflows to assign tasks based on user input.Assign Tasks Dynamically:
Use Deluge scripts to look up user roles, departments, or availability to determine the best assignee.Send Notifications or Create Subtasks:
Once routed, trigger email/SMS notifications and optionally add child tasks.
Use Case Example:
In a service request app, if the request category is "IT Issue", the form assigns the task to the IT team lead automatically. If it's "HR Query", it routes to the HR officer.
Task routing eliminates manual hand-offs and ensures speed and accuracy in internal processes.
Related Articles
Can Zoho Creator work offline?
Yes. The Zoho Creator mobile app supports offline data entry. Users can fill out forms and interact with the application even when not connected to the internet. Once the device reconnects to the internet, all data is automatically synced with the ...How does Blueprint help enforce structured approvals and task flow in Zoho CRM or Creator?
Blueprint is a visual process automation tool in Zoho CRM and Creator that enforces how records move through defined stages. Here's how it helps: Stage-by-Stage Movement: A record (e.g., Deal, Request, Complaint) must go through specific steps before ...Does Zoho Creator offer templates ?
Yes, Zoho Creator provides a wide variety of pre-built templates that cover commonly used business applications such as CRM, inventory management, finance tracking, human resources, project management, education, healthcare, and more. These templates ...How Does Zoho Creator Support Automation?
In today’s fast-paced business world, automation is essential for increasing productivity, reducing errors, and ensuring consistency across operations. Zoho Creator is a low-code platform that excels at helping businesses automate their workflows, ...How Do You Track Task Aging in Zoho Projects to Identify Stalled or Unattended Work?
Task aging shows how long a task has remained open or untouched—useful for spotting delays or forgotten items. Create a Custom View: Filter tasks where status is “Open” or “In Progress” and sort by Created Date or Last Updated. Add a Custom Field ...