New: Assign Workflow Tasks by Role with Workflow Service Teams

04/27/2026

You can now assign workflow tasks by role instead of hard-coding them to one specific user. With Workflow Service Teams, LeadCenter automatically routes the task to the right team member based on the contact’s service team setup.

What’s New

Assign tasks by role instead of a fixed user — Use roles like Paraplanner, Account Manager, or CSA in workflow task assignments.
Resolve the right assignee automatically — When the workflow runs, LeadCenter uses the contact’s assigned workflow service team to determine who should receive the task.
Support fallback and shared-role assignment — Use default settings when a contact has no assigned team, and support multiple users on the same role when needed.

How It Works

Start by creating your workflow service team roles and teams under Settings → Workflows & Templates → Workflow Service Teams.

Manage user roles dialog for Workflow Service Teams

Start by creating the workflow service team roles your firm uses, such as Paraplanner, Servicing Advisor, or Wealth Manager.

On the contact record, assign a Workflow Service Team in the Additional Info section, or leave it on None (use default) to use the default settings team.

Add team dialog showing users assigned to workflow service team roles

Build a workflow service team by assigning users to each role.

In the workflow builder, edit a Create Task node and change the Task Assignment Method from Owner to Workflow Service Team Role. Then choose the role you want LeadCenter to use for that task.

Create Task workflow node using Workflow service team role assignment

In the workflow builder, assign the task by role instead of assigning it to one fixed user.

When the workflow runs, LeadCenter resolves the assignee in this order: workflow launch override, the contact’s assigned workflow service team, default settings, and finally the contact owner if no matching role is configured.

Please note: The Default Settings row acts as the fallback team. This helps make sure role-based workflow tasks can still be assigned even when a contact does not have a specific team assigned.

Also important: If multiple users share the same role, LeadCenter can either add all of them through manual assignment logic or automatically assign the task to the user with the fewest open tasks, depending on your shared task default settings.

Why It Matters

Reduce workflow maintenance — Build workflows around roles instead of editing assignments every time team members change.
Support different advisor teams more easily — The same workflow can route tasks differently depending on the contact’s team setup.
Improve assignment flexibility — Use fallback settings and shared-role handling to keep tasks moving to the right people.

Questions? support@leadcenter.ai

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