Assigning Tasks

Is there a way to assign multiple tasks at a time? We have a template with generic titles in the assigned to column and I'd like to assign all tasks assigned to Project Manager to myself. Is there a way to do this aside from the "Find and Replace" option?

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You could use separate Sheet Summary fields for each title then replace the title in the Assigned To column with a basic reference formula.

    =[Project Manager]#


    Then you can enter your name in the Project Manager Sheet Summary field and all of the cells in the sheet will update.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Tara Patton

    I hope you're well and safe!

    To add to Paul's excellent advice/answer.

    Another option could be to break out the Titles to another column and then either have a section in the Sheet/Sheet Summary or another sheet combined with a formula in the Assigned To column referencing the Title column and replace it with the correct contact.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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