Automations to assign data labels

We are required to use dashboards to report our work and the amount of manual entry required for reporting is tedious and frustrating for the team. I want to automate assigning data when a person is assigned a task. I want automations to include dropdown labels, tags, or any other column used for measurement/dashboards/reporting.

Hello :slight_smile:

You can use the “When Column Changes” trigger, or you can use the “When Person Assigned” trigger if you want to be specific about the person assigned.
Happy to help more if needed?

Matt

Have you looked into using tools like Zapier, Make (Integromat), or even native automation features in your dashboard tool? Many platforms let you auto-assign labels or tags based on task assignments. Might be worth checking if your system supports conditional logic or webhooks.

I am definitely shopping the marketplace now! This is our first crack at a dashboard like this, so it’s all in Monday.com for the time being.

Hi! These don’t work for us because you can only automate changing a status column when a person is assigned work. You can’t do anything to any other column, meaning the rest of the input is manual. Unless I’m missing something?

Ah I see what you mean. Are they going to be the same statuses, tags, and text values every time that person is assigned? e.g. hourly rate, working hours, email address?

Correct! I have a rough template of data for each role I’d love to apply at the assignment of a task.

For a bit of a work around you could use connected columns which will allow you to select an item (team member) from a board with all the info filled out. This would let you have mirror columns showing the filled out data :slight_smile:

Oh, interesting! I will experiment with the idea. Thanks for the tip! : )

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