Assignee Order

LaunchBay allows you to define the exact order in which assignees complete a task. Whether you’re assigning multiple clients, team members, or a combination of both, you can control who completes their portion first, second, third, and beyond.

This ensures the right person takes action at the right time—eliminating confusion, preventing premature approvals, and keeping collaborative workflows structured and efficient.

How the Assignee Order Works

When you add more than one assignee to a task, you’ll now see the option to set an Assignee Order.

Instead of all assignees receiving the task at the same time, LaunchBay will:

• Notify the first person in the order
• Wait for them to complete their step
• Automatically move the task to the next person
• Continue until all assigned users have completed their portion

Common Use Cases

Contract Signing Order

For contracts that require multiple signatures, you can now define the signing sequence directly within the task. Once configured, signers are notified in the exact order you specify. When the contract is activated, the first signer receives an email notification to complete their portion. After they sign, the next signer is automatically notified that it’s their turn—ensuring a smooth, structured signing process from start to finish.

Task Assignee Order will also automatically inherit a contract's set signing order, making it clear and transparent who is currently responsible, who has already signed, and who has not yet completed their portion.

This eliminates confusion and ensures contracts move smoothly from one signer to the next without manual follow-up.

Portal Task Review Process

For collaborative deliverables, such as strategy documents or onboarding forms, you can structure review like this:

1. Internal team member prepares and reviews the document
2. Client reviews and approves
3. Internal team member finalizes and archives

This prevents clients from reviewing work before it has been approved internally.

Invoice Approval Flow

If your process requires internal validation before billing:

1. Assign a team member to review and confirm the invoice
2. Assign the client to complete payment

This guarantees accuracy before the invoice is sent to the client.

Multi-Client Approval

For projects involving multiple stakeholders, you can require approvals in sequence:

1. Marketing Lead
2. Operations Director
3. CEO

This keeps approvals organized and ensures proper hierarchy is respected.

Why This Matters

Assignee Order is part of LaunchBay’s continued improvement to task functionality and workflow automation—giving teams more precision and control over how work gets completed.

By introducing ordered completion, LaunchBay strengthens your workflow structure, reduces unnecessary back-and-forth, and ensures each step happens exactly when it should—making your processes more predictable, professional, and scalable.