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    Is it possible to assign tasks to a group that will automatically identify individual resources?

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    in Resource Management

    Hi Community,

    For particular tasks in the portfolio/project there are particular combinations of business analysts + dev + process owner

    e.g.

    Project Group - Process Owner - BA - Dev

    Finance - Emp01 - BA01 - Dev01

    Mfg - Emp02 - BA02 - Dev02

    Sales/Mktg - Emp03/Emp04 - BA03 - Dev03/Dev04

    —————-Task - Assigned To - Start - EndTask 1 - Mfg - 27 Feb 25 - 7 Mar 25 —————- Resource ManagementResource - LoadEmp02 - Task1BA02 - Task 1Dev02 - Task1

    When assigning some tasks, can we identify them as a group, then the workload capacity will still show individually to the resources?

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    • Overachievers Alumni

      hi @Synon,

      in smartsheet you cannot add group as send to but you can create email alias in your company and send to email alias.

      If you need more dynamic solution you can create workflow that will update to whom notification/reques for update etc. shall be sent based on some data … and you can sign to many people at once like in this sample:

      image.png

      hope it helps.

      Tomasz Kowalski

      Experienced IT PM and the Real Smartsheet Enthusiast.

      Is there anything else we can help you with? - book your time.

      MASA Consult - Your Aligned Smartsheet Gold Partner

      Find us on LinkedIn & Check our Smartsheet Solutions!

      Tag my name: @kowal if you want me to respond :)

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    • ✭✭✭✭

      if i get this correctly, i'd need to maintain a new sheet with group, name, and email as fields

      for the workflow, when assigning to a group, it will look up that assign to field to the group sheet to populate the assign to field?

      right?

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    • Overachievers Alumni
      Answer ✓

      hi @Synon ,

      Please tag my nickname for me to faster respond to your followup questions as only then I am notified :)

      so you can of course create an extra sheet with 2 columns in First Column you will keep name of the Department and in second column you will have multiple contacts added.

      In your original sheet you can use the Index/Match formula to send the notifications to contacts when condition of Department is met. Do you know how to use Index/Match formula?

      Tomasz Kowalski

      Experienced IT PM and the Real Smartsheet Enthusiast.

      Is there anything else we can help you with? - book your time.

      MASA Consult - Your Aligned Smartsheet Gold Partner

      Find us on LinkedIn & Check our Smartsheet Solutions!

      Tag my name: @kowal if you want me to respond :)

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    • ✭✭✭✭

      hi @kowal,

      Yes, I'm familiar with index/match. I was thinking of the same thing. I'lltry to set this up and check. Thank you.

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    • Overachievers Alumni
      Answer ✓

      Sure

      Tomasz Kowalski

      Experienced IT PM and the Real Smartsheet Enthusiast.

      Is there anything else we can help you with? - book your time.

      MASA Consult - Your Aligned Smartsheet Gold Partner

      Find us on LinkedIn & Check our Smartsheet Solutions!

      Tag my name: @kowal if you want me to respond :)

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