Resource Assignment based on a Vlookup?

03/02/18 Edited 12/09/19

I am creating templates for repeatable "projects."  I would like to have a column of "Role Assigned" and set up a table (filled in when the template is used) that associates a specific person (Contact) with each role.  Then in each row, a Vlookup would be used to automatically fill in the "Assigned To" contact name from the table.  That "Assigned To" should then function properly for all notifications and reminders.  The formula doesn't seem to work to bring in the person so I don't know if notifications or reminders work either.  Any hints?


Sign In or Register to comment.