Assignment Groups

Last updated: October 15, 2026

Overview

An assignment group is a user group that incidents can be filed into instead of being handed to one person. An incident in an assignment group stays visible to everyone in that group until somebody claims it, so a team works one shared backlog instead of routing every incident to a named owner and hoping that person is at their desk.

Any regular user group can become an assignment group by ticking one box, so a team that already exists as a group becomes a queue without rebuilding its membership.

The group form for an assignment group named Tier 1 Response, with the Use as an assignment group box ticked
An assignment group, ready to take work

In short

#

Stage

Where it happens

1

Make a group an assignment group

Global Settings > Organization Management > User Groups

2

File an incident into it

The incident's Assignment Group field

3

See what is waiting

The My Queue and Unclaimed in my queues views on the incident list

4

Take an incident

Assign To Me & View on the incident list

5

Watch the backlog

The queue widgets on a dashboard

READER NOTE

When a High or Critical incident sits unclaimed in an assignment group, its members are alerted. That is covered in Queue Alerts. This article covers setting a queue up and working from it.

READER NOTE

Screenshots in this article were captured on an internal development site seeded with test data.

Making a Group an Assignment Group

Turning a group into an assignment group lets incidents be filed to the whole team at once, so the first person free picks the work up.

  1. Go to Global Settings > Organization Management > User Groups.

  2. Open an existing group, or add a new one.

  3. Select Use as an assignment group.

  4. Select Save.

RESULT

The group can now be chosen in any incident's Assignment Group field, and everyone in it is alerted when an unclaimed High or Critical incident arrives.

READER NOTE

Use as an assignment group is offered only on regular user groups. If a group does not show it, that group is a type that cannot pass site access to its members, and an incident filed into it could reach nobody.

The form explains the setting in place: Unassigned High and Critical incidents can be routed to this group, and everyone in it is alerted.

COMMON ERROR

Add as a Default Group sits just below and is unrelated. It adds the group to every new user by default. It does not make the group the default queue for incidents.

Checking Who a Queue Can Reach

A queue only works if its members can open the incidents filed into it. Once the group is saved, reopening it shows a line reading Incidents from these sites can reach this group: followed by the sites its members can access.

That line is the practical test of a queue: an incident from a site that nobody in the group can reach is still filed successfully, but it alerts nobody. Check it after you add or remove members.

READER NOTE

A group with no active members warns This group has no active members, so incidents routed to it will not reach anyone. Check a new queue once after saving it, before routing work to it.

The Users tab of an assignment group, listing its members
The members of an assignment group

Membership is managed on the group's Users tab, the same way as for any other group.

Retiring an Assignment Group

A queue can be stopped from taking work: by unticking Use as an assignment group, by deactivating the group, or by deleting it. All three are refused while incidents are still waiting in the queue, because those incidents would stop reaching anyone the moment it happened.

WARNING

While the queue holds open incidents, unticking Use as an assignment group opens a dialog titled Move the open incidents out of <queue> first. It states how many open incidents are in the way, and its only option is Keep it an assignment group. Deactivating or deleting the group is refused for the same reason. Move those incidents to another queue first.

When the queue is empty, all three are offered with an ordinary confirmation.

Filing an Incident into an Assignment Group

Filing an incident into a queue hands it to a team rather than a person. You can do it in three places, and all three do the same thing:

Where

Use it for

The incident workspace header

The incident you are already reading

The incident list's quick view

A row in the list, without leaving the list

Bulk Edit Fields

Several incidents at once

In each place the field is called Assignment Group. It shows a dash when the incident is in no queue.

READER NOTE

If your site has no assignment groups, or none that can take this incident, the Assignment Group field is not shown at all. It reappears as soon as a queue is available.

ALERT

Moving an incident from one assignment group to another clears its owner. The confirmation says so: "The owner was cleared, so the incident is now unassigned." A bulk edit lists every incident whose owner was cleared. Filing an incident into its first queue keeps its owner, and so does taking an incident out of a queue. Only a move between queues clears it.

Two cautions can follow a successful move. In both cases the move has already happened:

What you see

What it means

No member of <queue> can open this incident, so nobody in the queue will be alerted.

The incident is in the queue, but nobody in the queue has access to it. Nobody will be told.

Some members of <queue> can't see this incident's site.

Part of the queue can work the incident and part cannot.

Every move is recorded on the incident's activity feed: the group it moved from and to and, where it applies, that the owner was cleared.

Filing Incidents Automatically

Incidents can also be filed into a queue without anyone choosing it by hand, so routine work lands with the right team as soon as it arrives:

Route

What it does

A playbook

Moves an incident into a queue as one of its steps

Incident field mapping

Files incoming incidents into a queue based on a field in the source data

The Create Incident command

Takes an Assignment Group input, by name or id, and files the new incident there

An administrator sets these up. If the named queue is not an active assignment group, the incident is still created, without a queue.

READER NOTE

An escalation rule cannot file an incident into an assignment group.

Working From a Queue

Two views on the incident list answer the two questions a queue member has: what is waiting for anyone, and what is in my team's hands at all.

View

What it lists

Unclaimed in my queues

Open incidents in your assignment groups that nobody has taken

My Queue

Every open incident in your assignment groups, claimed or not

The incident list view bar with Unclaimed in my queues selected and its count shown
The queue views on the incident list

Each view shows its count in the bar, so you can see your team's backlog without opening it.

READER NOTE

Queue incidents are visible only to people whose record access covers group records. Someone restricted to their own records sees nothing in these views, and is refused if they open a queue incident from a link. That is the access rule working as intended.

Claiming an Incident

Claiming takes an incident out of the shared pile and makes it yours. It also stops the alerts for it.

The Assign To Me & View control sits in the row's Owner column. If your list does not show that column, add it through the column settings first.

  1. Open the Unclaimed in my queues view.

  2. Select Assign To Me & View on the row you want.

RESULT

You own the incident, its workspace opens, the claim is recorded on the activity feed, and the queue alerts for it stop.

The Owner column of the incident list, showing Assign To Me & View on each unclaimed row beside its severity
Claiming from the list

COMMON ERROR

A message reading not authorized means the incident moved out of your reach between the list loading and your click, usually because someone else claimed it or moved it to another queue. Nothing was changed. Refresh the view.

Watching a Queue on a Dashboard

Two built-in dashboard widgets report the same two questions across every queue you belong to:

Widget

What it shows

Unclaimed Incidents per Queue

Open, unclaimed incidents in each of your queues

Queue Backlog

Open, claimed and unclaimed counts per queue, with a severity breakdown

Selecting a queue name on either widget opens the incident list on Unclaimed in my queues.

Limits and Constraints

Constraint

Detail

Which groups qualify

Regular user groups only

Who can see queue work

People whose record access covers group records

Owner on transfer

A move between queues clears the owner; the first move into a queue does not

Retiring a queue

Blocked while the queue holds open incidents

Escalation rules

Cannot file an incident into a queue

Surface

New UI

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