Assign To a list of people - one per entry
I'm trying to assign a new incoming task to 1 person, from a list, in order of the list. How can I do that?
Best Answer
-
Ok. You will need to insert a column on the List of Resources and use a formula that counts how many times they have been used.
=COUNTIFS({Task Sheet Resource Column}, @cell = Resource@row)
Then on the task list column, you would use something like this to pull the next in line from top to bottom:
=INDEX({Resource List Resource Column}, MATCH(MIN({Resource List Count Column}), {Resource List Count Column}, 0))
Answers
-
Are you able to provide more detail and possibly some screenshots of what you have alongside manually entered "mock" data that shows what you are wanting to accomplish?
-
I have a list of resources that get assigned a task as they are entered via a form. The form creates incoming tasks.
There are 8 resources, and they get assigned to a task based on a certain order (ie, Bob, Joe, Sam, Mary and we start with assigning Bob first, then another task comes in gets assigned to Joe, and so on...).
Does this help?
-
That is very helpful. That's what I thought you were meaning but wanted to be sure.
Is the list of resources on a separate sheet?
-
yes it currently is on a separate sheet
-
Ok. You will need to insert a column on the List of Resources and use a formula that counts how many times they have been used.
=COUNTIFS({Task Sheet Resource Column}, @cell = Resource@row)
Then on the task list column, you would use something like this to pull the next in line from top to bottom:
=INDEX({Resource List Resource Column}, MATCH(MIN({Resource List Count Column}), {Resource List Count Column}, 0))
-
Hi all,
I just implemented this in a sheet. Very similar situation with a list of staff on one sheet and list of tasks on the other. Main difference is I want to assign someone when a status is changed to ready. So I have a bunch of rows and when they are ready I want it to assigned people in order.
The issue I'm having is that every time I refresh the person assigned changes to the next person with the lowest number. Has anyone encountered this?
-
Never mind, I found this solution and it worked for my use case: https://community.smartsheet.com/discussion/81780/random-assignation
