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.
Hi Chris! I just worked on a similar workaround and am also trying to simplify with low costs. I wanted to create new projects on one central board and have the automation create the new project board with the same structure for each new project board and have it all connected automatically.
On the central board I created a specific group that let me filter the automation to this one group once I create a new item. In the automation, the advanced setting allows me to place the new project in a specific folder. If this sounds similar then I can share more details.
You’re definitely not thinking too pie in the sky—this sounds totally doable with a combination of connected boards and automation recipes. If your project plan board is linked to the master user list via a ‘Connect Boards’ column, you could use mirror columns to pull in department and project info, and then set up an automation that assigns the task owner based on that mirrored data. Might take a bit of experimenting, but it’s worth it for the time you’ll save in the long run!
Thanks for sharing the details of what you’re working on—your current setup sounds like it’s on the right track, and your idea for automating task assignments is definitely achievable within monday.com with the right configuration.
Linking boards to automatically assign owners based on department and project is something we’ve helped many teams streamline. There are a few creative ways to approach it using connected boards, formulas, and native automations—without relying on third-party paid apps.
If you’d like support mapping this out and implementing it efficiently, feel free to book a complimentary discovery call with Kick Consulting - you can do this by visiting our website or emailing me at zoe@kickconsulting.com.au
We’ll take a look at your current setup, identify opportunities for automation, and help you build a scalable system that works for your team.
Looking forward to connecting if you’d like a hand!
