How to Manage Task Assignment Logic

How to Manage Task Assignment Logic

Adit Call Intelligence automatically creates follow-up tasks when a call requires manual action (scheduling, insurance checks, confirmations, billing follow-ups, etc.). The Task Assignment Logic setting determines who receives those tasks, so follow-ups are completed on time.

Where to find this setting

  • Call Intelligence → Preferences → Task Assignment Logic

Assignment Options — What each option does

1. Assign based on Call User

The task is assigned to the user who handled the call. If the call was answered by a user who has not created a Voice Print, the task may remain unassigned.

2. Round Robin — assign all Call Tasks

Tasks are distributed evenly across a selected pool of users in rotation. Use this when you want a balanced workload across multiple team members.

3. Direct Assign — all Call Tasks to one user

All system-created call tasks are sent to a single designated user (for example, an office manager or central coordinator).

4. Do Not Assign Call Tasks to Anyone

Tasks are created by the system but remain unassigned. The practice will need to assign or pick up tasks manually.

How to configure Task Assignment Logic

  1. Navigate to Call Intelligence → Preferences → Task Assignment Logic.
  2. Choose one of the four assignment options (Call User, Round Robin, Direct Assign, Do Not Assign).
  3. If selecting Round Robin, choose the users to include in the rotation.
  4. If selecting Direct Assign, choose the single user who will receive all tasks.
  5. Click Save (if applicable) to confirm your selection.

Notes & common behaviors

  • Voice Print dependency: If "Assign based on Call User" is selected but a call is answered by someone without a Voice Print, tasks may remain unassigned.
  • Round Robin pool: Ensure the selected users are active and expected to handle returned tasks.
  • Manual reassignment: Tasks can always be reassigned manually from the Call Tasks module if needed.




    • Related Articles

    • Managing Projects within the Task Module

      Projects in the Task Module allow you to organize related tasks, collaborate with team members, and track progress more efficiently. This guide walks you through creating a project, adjusting privacy settings, customizing fields, using filters, and ...

    • View a Follow Up Task

      You can view all your location’s Follow Up tasks within the Practice Analytics module. 1. Navigate to the Practice Analytics module. 2. In the top navigation menu, select Follow Ups. If you don’t see this option in the menu, click the three dots to ...

    • Create a Follow Up Task

      There are two places where you can easily create a Follow Up task: on the Follow Ups dashboard, or in a patient’s Patient Card. From the Follow Ups dashboard: 1. Navigate to the Practice Analytics module. 2. In the top navigation menu, select Follow ...

    • Create and manage patient segments

      Patient segments allow you to generate lists of patients that meet a desired set of criteria. You can then use these lists to send bulk messages, i.e. to prompt them to book an appointment or to share important news about your practice. To create a ...

    • Understanding Task Permissions in Adit

      Task permissions determine who can view, edit, and interact with tasks in the Task Module. Depending on whether a task is private, part of a project, or shared across teams, access levels will differ. This article explains the different permission ...