Workflow Alert Assignment

MiteshD

Dear Friends

I am new to Smartsheet and like to learn quickly from your experience. I have created an automated workflow alert for upcoming start date ( 1 day before the start date). I have populated the recipient's email address but I would like smartsheet to populate " Assigned to" person based on the task.

I am not able to figure this out. Will you please help ?

Thanks

Mitesh Desai

Genevieve P.

Hi @MiteshD

There's a workflow called an "Assign People" workflow you can use to do this!

See: Assign People in an Automated Workflow

If you have multiple people to assign, you'll want to create Conditional Paths so the workflow can decide who is assigned based on specific conditions: Condition Blocks: Filter What Your Automated Workflows Send

This does mean you'll need criteria to determine who should get each task. In my workflow above I have a column that identifies the "Task Type".

There are some Onboarding Webinars here that you may find helpful as you get started.

Cheers!

Genevieve