A feature that would be of big help is to auto assign pulses to a user from a list of users in a round robin order. Currently, I am having to do that myself and a big help would be to automate that process. We have up to 700 pulses added a month on 1 board alone, so doing this manually becomes a very time consuming process.
Hi @JordanD! I’ve heard this request before - would you be able to expand on your workflow so we can understand a bit more how this would be beneficial for you? Curious to understand what’s behind the 700 items Cheers!
Sure. Without going into too much detail about the business we are in, we have a department (We can call it Department A) that reaches deals. Once a deal is reached, Department A creates a pulse via form for another dept (Department B) to work off of. Department B will follow up on several items related to the deal. Each one of these deals needs to be assigned to a rep in Dept. B and distributed fairly. It would be nice to have this done automatically via round robin automation among a group of users that I select. Right now I have to manually go in and manually assign them which is a tedious task.
Awesome thanks for sharing!
Hi! is this feature available yet?
Hi Laura,
Just came across this request and my company has been interested in a achieving this as well. Is this functionality available in Monday yet? Are there any plans to add this feature?
Just an idea:
Maybe adding an “On Deck” functionality would allow the system to keep track of who was assigned a ticket last and for board viewers to see who’s getting the next new work item assigned to them.
If that’s possible, then maybe it would be possible to add a rule (similar to Outlook) that searches the text in the work item and if it contains certain words, then have Monday decide to auto-assign a user as the owner from the group or not.
Thank you
hi @JordanD , @chooyueqi , @SpicyKebab
There is an app in the marketplace (see https://monday.com/marketplace/100) that assign persons from a “team” in a Round Robin version when a new item is created. A team can be either a monday.com team or an items / column combi that defines the team to use.
Hi Basdebruin,
Which app was that? Thanks!
the one listed above - Round Robin Assignments
Wondering if there has been any action on this from Monday.com?
You can now auto assign using round robin or by percentage using the Round Robin Pro app. The app has several features like:
Set working days and hours for users
Set active/non-active state for users
Set Timezones for users
Set Absent Status (for example, when a user is out of office or sick, no items will be assigned to that user)
Run templates across different boards
Assign users or teams automatically
Control access to templates and settings
And many more…
Here is a quick demo: