I am trying to figure out how to automatically assign users to created template tasks by matching the template’s user roles to the task’s project’s assignee’s roles. Below is my sequence.
- Project created and assigned to a “Type”
- This triggers many standard tasks to be created based on templating
- People are assigned to the project
- I want this to trigger that person being auto-assigned to all of their relevant project tasks that were created in step 2 (Ideally, people have one Role (e.g. Project Manager) but the task templates have many Roles. But I can’t figure out how to make it work.)
My current workaround is just having a single Role for each Template. Then using the following lookup on the created task:
Project.Assignees.Filter([User Role].Name = [This Tasks].[Task Templates].[User Role].Name). WIth an automation to assign the task to whoever the lookup pulls up.
Does anyone have any advice on how I can match the Template’s many user roles to the created Task’s project assignees?