Hello, I’m fairly new to Monday.com and I’m building out our first template and I was wondering if there was any way to automatically assign a person to a task based on a role. For example, we would have a drop-down column with the following options: Deployment Manager, Product Specialist, Solutions Architect, and Client. Once a Person is assigned to a task with a “Product Specialist” role selected, could that name populate throughout the entire board with anything that has “Product Specialist”?
Generally, the best practice to identify item type/area/group/etc. in monday is to use a status column. This is not always possible. But, when possible, it is the best way. One significant reason is that monday automations can be better utilized when working status columns than with any other column type.
For example, if you had a status column called “Type” and you wanted to assign Jack to any item when “Type” changes to “Office Manager”, you could create a custom automation like this:
Hi @erusso Great use case! There are many monday users that use vlookup app to create a repository board that links to multiple boards - for example person and roles. Here is an example for person and rate that can help explain Jobs and Rates - vlookup to automatically add rate - YouTube
hi @Nir-Jetpack, I do appreciate all your replies here at the community but your grate app is not “an answer to anything”. The original query was to assign a task to a person based on a role and I don’t see how this can be done with vlookup.
Hi @basdebruin thank you for your feedback. By creating a separate board with a column for person and a dropdown of roles this board can be a repository board that can linked to multiple boards. On a target board, when a role is then selected, that person that is linked to this role in the repository board will be automatically selected. This is a popular use case and this is how vlookup works.
Currently, I have the same problem. I work with a blueprint monday board, which will be copied and adjusted for different clients. When I duplicate the blueprint monday board, I invite guests, which is the client. In this blueprint monday board is noted which items have to be executed by which role. When I invite the guests, I know who of them has which role and therefore I would like monday to automatically assign the right person/guest to the items of their role once they have visited monday.
So in the end I will have different monday boards with the same role for item 3 but on every board a different person needs to be assigned to that item 3 because its a different organisation/client. Is this somehow possible?
I tried to create an automation, but this doesn’t work so far. (these labels are the different kind of roles, the subitem taak is the task)
Hi Anneloitte,
I am sorry to see you haven’t got a reply to your question here!
Have you managed to solve it?
I have the same problem and trying to solve it with Make.com scenario, but struggling with the last step. I can send you my Loom recording, hopefully it will give you ideas how to solve your problem.
