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Getting started Automated Assignments

You can use Automated Assignments feature by:

  • Creating your own automation (recommended)

  • Using pre-made recipe

Create your own automation (recommended)

Access automation center

  • Open the Automation Center from your board using the top-right Integrate button.

  • Click on the Create custom automation button. You can also access this part by clicking on the Board automations /x tab at the top.

Define your automation

  • First, on the automation creation page, select the trigger you want to use (for this example we are using: When status changes to something)

  • Then, in the Action selection, pick Automated Assignments

  • You can now setup the automation parameters

Configure your automation action

Automated Assignments require 4 parameters in order to workflow

Add or replace selected user in target column

  • Add: picked user will be added to the people column, existing values will be preserved.

  • Assign (replace) a user: replace any existing value by the picked user

Select team

Select the http://monday.com Team whose user will be picked from

People column

Select the board's column where to set the picked user. It must be a People type column.

Assignment method

  • Random: assign items randomly to team members

  • Round-robin: equitably distribute items among team members in a sequential manner.

  • Least assigned: Assign items to the team member with the least number of ongoing items, optimizing workload balance.

Save your automation

Once you have set-up your automation, click on Create Automation button to save and run it.

Use pre-made recipes

Automated Assignments also come with 2 pre-made recipes:

  • "When an item is created, then [run Automated Assignments]"

  • "When status change to something, then [run Automated Assignments]"

You can reproduce these recipes by using the monday automations system described before.

To use pre-made recipe:

  • Open the Automation Center from your board using the top-right Integrate button.

  • Click on the bottom-left "Integrations / x" buttons

  • Search "Automated Assignments"

  • Select the Automated Assignments app

Now you should see the two available recipes. Click on the "Use template" button to use them.

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