How do I set up a workflow to notify line managers of accepted tasks?

I have set up a task request form and sheet. There are several groups in my company who will be accepting these tasks to take on. I'm wondering if there is a way to set up a workflow that will notify the manager of the employee who accepted the task. My first guess is to set up a hidden column in the same sheet with a formula to populate the contact of associated managers and have that cell serve as the person to notify. I'm wondering if there is a more straight forward method? Thanks!


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Am4bes

    I hope you're well and safe!

    Yes, that's the way I would do it.

    • Either on the same sheet
    • Or in another so-called helper sheet using cross-sheet formulas

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Thank you @Andrée Starå! I set up a separate sheet containing employees in column 1 and managers in column 2. Both of the columns are formatted as contact lists. I set up an extra column in the original sheet that uses a VLOOKUP formula to grab the managers contact:

    =VLOOKUP(Employee@row, {Line managers Range 1}, 2)

    This isn't working how I would expect. Many of the cells are coming up with #NO MATCH or with the incorrect manager. Any thoughts?