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.
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