Assignee Pool

An Assignee Pool is a named group of users who are eligible to perform human tasks within a process. Instead of assigning a human task to a single individual, you can assign it to a pool, and any member of that pool can claim and complete the task. This approach improves process resilience by preventing bottlenecks that occur when a specific individual is unavailable, on leave, or overloaded with work.

Assignee Pools are defined at the system level and reused across multiple processes and human tasks. Each pool has a name, an optional description, and a list of user members. Membership can be managed manually by an administrator or synchronized automatically with your organization's directory service (LDAP/Active Directory). When a human task is assigned to a pool, all pool members receive a notification and the task appears in each member's inbox. The first member to claim the task locks it, preventing duplicate processing.

Pools can also be configured with a load balancing strategy, where the system automatically routes the task to the pool member with the fewest active assignments. This ensures a fair distribution of work and reduces overall task completion time. Supervisors can view pool-level statistics — including average handling time and pending task count — from the Collaboration Center dashboard.

Pool Assignment Strategies

Strategy	Description	Best For
First Claim	Any pool member can claim the task from their inbox	General approval tasks
Round Robin	Tasks are assigned sequentially to pool members in rotation	Equal workload distribution
Load Based	Task is routed to the member with the fewest active tasks	High-volume queues
Skill Based	Task is routed based on member skill tags	Specialized processing tasks
Manual Override	Supervisor manually assigns the task to a specific member	Escalated or sensitive tasks

Creating an Assignee Pool

1. Go to Human-Bot Collaboration > Process Design > Assignee Pool.
2. Click + New Pool.
3. Enter a Pool Name and optional Description.
4. Select the Assignment Strategy from the dropdown.
5. Under Members, click Add Member and search for users by name or email.
6. Optionally, toggle LDAP Sync and enter the group distinguished name (DN) to synchronize membership automatically.
7. Click Save to create the pool.

Assigning a Pool to a Human Task

1. Open the process in the Process Designer.
2. Click on the Human Task node you want to configure.
3. In the properties panel, locate the Assignee field.
4. Select Pool as the assignment type.
5. Choose the desired pool from the Pool Name dropdown.
6. Click Save to apply the configuration.