Abstract: A method and a system for automating a task assignment and allocation process using an algorithmic approach that is designed for optimizing resource experience and availability in order to improve efficiency and client outcomes is provided. The method includes receiving task-related information; receiving candidate attribute information; receiving historical interaction information with respect to the client; analyzing the received information; and determining, based on a result of the analysis, a primary task assignment that includes an identification of at least one candidate as a primary responsible party for performing the task and a proposed schedule for completing the task. The analysis may be performed by applying an algorithm that uses the received information as input. The determination of the primary task assignment may be based on an output of the algorithm.