Hi All,
I am looking to simplify how projects are set up at my company and making as much of it automated as possible. Right now, I have an automation set up to auto create project plans based on the type of project. I would like to go a step further and figure out how to automatically assign an individual to a task based on certain criteria.
For example, in this project plan that is auto created, I have prepopulated the tasks and owning department, there will also be a column to identify the name of the project (I assume I would need this for mapping?) . I also have a separate board (master list) that contains all user information such as name, email, department and projects they are working on - ex: Person A, Dept: Quality; Project A
What I would like to do is create an automation where the two boards are connected and when the master list is updated with the project name, the project plan board automatically populates the task owner.
The automation doesn’t have to work exactly as described - whatever works for me to be able to auto assign is good.
I’m wondering if this is possible or I’m thinking to pie in the sky?
Please note; I am unable to use 3rd apps if there’s a cost associated.
I appreciate any feedback!