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Getting started

You can use Automated Assignments feature by:

  • Creating your own automation (recommended)
  • Using pre-made recipe

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 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]"
tip

You can reproduce these recipes by using the monday.com 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.

To configure the recipe action, refer to the Configure your automation action part.