Overview

This article will walk you through how to delete or edit an assignment within an Automated Workflow. Managing assignments is important to ensure that the right team members are responsible for workflow tasks, especially as roles or team structures change.

Who This Applies To

✅ Audience Type: Account Admin, Account Member (Conditional), Team Admin (Conditional)
✅ Plan Type: Core + Copilot, Enterprise

Step-by-Step Instructions

Deleting an Assignment

• From the BombBomb Engage dashboard, click Workspaces & Plans and select Automated Workflows.

• Select the Workflow containing the Assignment.

• Go to the Assignments tab.

• Find the Assignment you wish to delete.

  • Scroll to the specific Assignment and click the three-dot menu (⋮) next to it.

  • Choose Delete from the dropdown options. Confirm when prompted.

Editing an Assignment

• From the BombBomb Engage dashboard, click Workspaces & Plans and select Automated Workflows.
• Select the Workflow containing the Assignment.
• Go to the Assignments tab.
• Find the Assignment you wish to edit.
• Scroll to the specific Assignment and click the three-dot menu (⋮) next to it.
• Choose Edit from the dropdown options.
• Update and Edit the necessary fields. You have various options to Create, Upload and save an Example when Editing
• Click Save Changes to apply the updates to the Assignment.

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🗣️ Note: Changes made to an active Assignment will update immediately for the assigned user.

Changing Order of Assignments

1. From the BombBomb Engage dashboard, click Workspaces & Plans and select Automated Workflows.
2. Select the Workflow containing the Assignment.
3. Go to the Assignments tab.
4. Find the Assignment you wish to edit.

5. Click Reorder next to the Assignment to open the order editor.

6. Use the arrows to adjust the preferred order of the Assignments.

7. Be sure to click Save Order to save your order edits.

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FAQs / Common Issues

Q: If I delete an assignment, can I reactivate it later?
A: No, currently you cannot reactivate a deleted Assignment. You would need to create a new Assignment if needed.

Q: Will the assigned user be notified when an Assignment is edited?
A: No, editing an Assignment does not send a new notification. It's recommended to inform the assignee if major changes are made.