{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b9067366ac574bdea7e5292c5fec3c7d\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/b9067366ac574bdea7e5292c5fec3c7d-2a451bb39b0e505c.gif","duration":315.414,"title":"Assign Task Templates to Agency Members","description":"In this Loom, I show how to assign tasks at the task template and workflow levels so that new trip notes can be automatically handled by someone else in your agency. I explain that you can assign only collaborators or admins, since collaborators and admins need access to trips and contacts or they will be removed from the assignee. I demo a workflow that auto applies tasks to a new trip and assigns them to Mary, including a task template and an automation task due one day after creation. No action is requested from you in the video, but you should verify your collaborator and admin role access settings."}