You’ve got task boards, request forms, or workflows in monday.com that require assigning the right person based on role, department, or project type.

But assigning team members manually? That doesn’t scale. It’s slow, error-prone, and inconsistent—especially when you’re handling high volumes of requests.

Why This Problem Costs Teams Time and Accuracy

Without smart assignment:

• Tasks get misrouted or left unassigned
  
• Requests pile up without clear ownership
  
• Admins waste time looking up who owns what
  
• Teams lose accountability and response speed
  

The Smart Solution: Auto-Assign People with VLOOKUP

Using VLOOKUP by Jetpack, you can create a central directory of roles and responsibilities, and automatically assign the right person to an item based on any matching field—like role, region, or request type.

This replaces connected board hacks with a faster, more flexible, automation-friendly setup.

Common Use Case Scenarios

• Auto-assign requests to the right IT Helpdesk rep based on request category
  
• Route HR requests to the correct HRBP based on department
  
• Assign client projects to a regional account manager based on country
  
• Automatically assign reviewers based on document type
  

Step-by-Step: Set It Up in monday.com

Step 1: Create Your Source Board (Directory)

This board holds your assignment logic. It should include:

• A column to match against (e.g., Role, Department, Region)
  
• A People column with the person assigned to that field
  

Example:

Department	Assignee
Sales	Alex
Finance	Maria
Support	John

Step 2: Create the Target Board (Tasks or Requests)

This is where tasks or form submissions are added. Add a text or dropdown column that captures the same match value (e.g., “Department”).

Step 3: Install VLOOKUP

Make sure VLOOKUP Auto-Link is installed on both the source and target boards.

Step 4: Build Your Recipe

In the target board:

• Match the department (or other field) with the source board
  
• Pull in the People column from the source
  
• Map it to the People column in the target board
  

Step 5: Set a Trigger

Use:
🟢 “When item is created” – for form-based requests
🟡 “When column changes” – for routed tickets or manual selections

Step 6: Test It

Submit a new request or item, and VLOOKUP will automatically assign the right person—based on your central logic.

The Result: Smart, Scalable Assignments That Just Work

With VLOOKUP:

• Ownership is always clear and immediate
  
• Tasks never get lost or unassigned
  
• Admin overhead drops significantly
  
• You can change assignments in one place—and it updates everywhere
  

Recap

Whether you’re routing requests, assigning tasks, or scaling team ownership logic, VLOOKUP turns your assignment process into a reliable automation.

No more manual matching. No more lookup delays. Just smart, context-aware people assignments built right into your monday.com workflows.