I have a list of tasks that I want to auto-assign based on a list of users by role.

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  • Updated 2 years ago
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Originally posted in the former community durning migration:
  • Asked by AARON
  • 19 days ago
So Task A will auto-assign to whoever is in People A, Task B to People B, etc.

We have roughly 85 tasks per project and will pull from approximately 8 different roles.  We want to be able to populate the roles and have the tasks auto-assign for each project, as there will end up being over 200 projects over time. 
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Posted 2 years ago

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There are a few parts to this. One: you will need to assign the project to a team, or make the assignments on the job itself. ie. You will need to assign the PM, the Foreman, the coordinator, etc, etc. to the project. Two: you will need to pass all of those assignments to the "task" table. Three: You will need a field to select assigned role (PM, Foreman, Coordinator) Four: You will make a formula text or formula user field that will evaluate the assigned role, and fill in the person's name/user. (best to use "Users" because then you can give them personalized reports). Five: the formula for the "formula-User" Field Case([Assigned Role], "PM", [Job - PM], "Foreman", [Job - Foreman], "Coordinator", [Job - Coordinator], null) Let me know if you get stuck