The Create a Task node in Kolleno Workflows supports an Account Owner dynamic assignee option. When selected, Kolleno automatically resolves the assignee at the time the task is created assigning it to whoever is set as the Account Owner on that customer record, with no manual input required.
Setting the Assignee to "Account Owner"
Navigate to Workflows from the left-hand menu.
Open the workflow you want to edit, or create a new one.
Add or click on a Create a Task node in the workflow builder.
In the node configuration panel, locate the Assignee field.
Click the assignee dropdown — you will see two options:
— A specific named user (selected from your team list)
— Account Owner (dynamic)Select Account Owner.
The node summary will update to show "Assign to: Account Owner", confirming the dynamic selection.
Save your workflow