> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowx.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Using allocation rules
> Allocation rules automatically assign tasks to users as tokens enter a swimlane, distributing work based on each user's current task count.
Allocation rules automatically assign tasks to users as a token enters a swimlane that has a specific role configured. For example, you can route front-office tasks to one group and back-office tasks to another.
### How allocation works
When a task reaches a swimlane with allocation rules configured, the system:
1. Identifies **candidate users** — either all users with execute permissions in that swimlane, or a specific list you define.
2. Counts each candidate's **currently assigned tasks** across all processes.
3. Assigns the task to the user with the **fewest assigned tasks** (lowest workload).
4. If two or more users have the same task count, one is selected **randomly**.
Allocation is based purely on task count. Task **priority** does not affect which user receives the task — it is a display and filtering field only.
## Accessing allocation rules
To access the allocation rules, follow the next steps:
1. Open **FlowX Designer**.
2. Go to your **Application** and from the side menu, under **Task Management**, select the **Allocation rules** entry.
## Adding process and allocation rules
To add process and allocation rules, follow the next steps:
1. Click **Add process** button, in the top-right corner.
2. Select a [**process definition**](../../../building-blocks/process/process-definition) from the drop-down list.
3. Click **Add swimlane allocations button (+)** to add allocations.
If there are no users with execute rights in the swimlane you want to add (`hasExecute: false`), the following error message will be displayed:
4. **Option 1**: Allocate all users with `execute rights`.
5. **Option 2**: Allocate only users you choose from the drop-down list. You can use the search function to filter users by name.
6. Click **Save**.
Users with out-of-office status are skipped by automatic allocation. For more information, see the [out-of-office records documentation](using-out-of-office-records).
## Editing allocation rules
To edit allocation rules, follow the next steps:
1. Click **Edit** button.
2. Change the allocation method.
3. Click **Save**.
### Viewing allocation rules
The allocation rules list displays all the configured swimlanes grouped by process:
1. **Process** - the process definition name where the swimlanes were configured
2. **Swimlane** - the name of the swimlane
3. **Allocation** - applied allocation rules
4. **Edited at** - the last time when an allocation was edited
5. **Edited by** - the user who edited/created the allocation rules
## Exporting/importing process allocation rules
To copy process allocation rules and move them between different environments, you can use the export/import feature.
You can export process allocation rules as JSON files directly from the allocation rules list:
## Related resources
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