We are pleased to announce that one of our most requested enhancements — using formulas in contact columns — is now available.
Use a VLOOKUP formula to assign work based on data in your sheet, such as department. Or use a combination of INDEX and MATCH to dynamically assign work based on changes in your sheet, such as a status field change.
Once assigned, automated workflows can notify the assignee of the new work item or request an update. (More on automation.)
Now it's much faster to get the ball rolling on work items with no manual intervention needed.