Assigning tasks

I have my smartsheet set up so that the Primary column is "Task name" with 4 monthly tasks listed underneath. The next several columns are client names. Each bookkeeper is responsible for specific clients. I am trying to automatically assign the monthly tasks with the proper bookkeeper and corresponding client. For example the task is "entity up to date and reconciled" and I need Ann assigned to client 1,2,3 for that task and John assigned to client 4,5 and 6 for that task. What is the best way to do this? Would it be using and IF formula? Automated workflow? This is my first sheet I've created so I am not quite sure how to achieve this.

Best Answer

  • Andrรฉe Starรฅ
    Andrรฉe Starรฅ Community Champion
    Answer โœ“

    Hi @Heather527

    I hope you're well and safe!

    How many bookkeepers and clients can you have?

    We could use Workflows and the Assign User Action, but probably the best method would be to create a so-called helper sheet with all clients and bookkeepers and use cross-sheet formulas to populate them in the main sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrรฉe Starรฅ | Workflow Consultant / CEO @ WORK BOLD

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