# Assign To

The Assign To action automatically assigns a record to a specific team member. When the workflow runs, the person you specify will see that record in their assignment list and get a notification that they have been assigned to it.

This saves you from manually opening records and clicking "Assign" — the automation handles it based on your rules.

## Steps

1. **Drag an "Assign To" action onto the canvas** — Find it in the actions section of the left sidebar.
2. **Click the block to configure it.**
3. **Choose the record type** — Select which type of record to assign (e.g., Lead, Sales Order, Project).
4. **Specify which record** — Tell the system which record to assign. This is usually the record that triggered the workflow.
5. **Choose who to assign it to** — Enter the team member's email address or use a dynamic field. This person will get a notification and see the record in their assignments.
6. **Connect the block** — Draw a line from the previous block to this one.

![connected workflow](/files/UKZ9vnOmx7q0bamVbPZb)

## Common examples

* **Assign new leads to a salesperson** — When a new Lead is created, automatically assign it to your sales manager.
* **Assign support tickets** — When a new Issue is created, assign it to the support team lead.
* **Assign purchase orders for review** — When a Purchase Order is submitted, assign it to the operations manager for approval.

## Related pages

* [What Are Actions?](/workflow-automation/workflow-builder/actions.md)
* [Notifications](/workflow-automation/workflow-builder/actions/notifications.md)
* [Create Records](/workflow-automation/workflow-builder/actions/create-records.md)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.proforgeerp.com/workflow-automation/workflow-builder/actions/assign-to.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
