You’re managing multiple projects or departments in monday.com, and each board has a “Person” column. But as your team scales, assigning members manually becomes chaotic.
Worse—team data like roles, departments, or manager assignments is scattered across boards, and updates never stay consistent.
What you need is a single source of truth for team members, synced across all workflows.
Why This Matters
Without a central team directory:
- Assignments get out of sync
- Role or manager changes don’t cascade across boards
- You waste time retyping the same team info everywhere
- New hires and transitions become a manual nightmare
The Solution: Create a Team Member Repository Using VLOOKUP
With VLOOKUP by Jetpack, you can build a dedicated “Team Members” board in monday.com and automatically:
- Assign people to tasks based on matching fields (like name or department)
- Pull in role, email, or location info anywhere it’s needed
- Keep team data consistent across multiple project or process boards
Use Case Example
Imagine a “Team Members” board that stores:
- Name
- Role
- Department
- Email
- Manager
Now, in any new project board:
- You type the team member’s name (or use a dropdown)
- VLOOKUP automatically pulls in their role and department
- Optional: Automatically assign the right person to an item
How to Set It Up
Step 1: Build Your “Team Members” Source Board
Include columns for:
- Name
- People (linked to user)
- Role
- Department
- Email
Step 2: Create a Target Board
This could be any project, task, request, or assignment board.
Add a text column (e.g., “Team Member Name”) to match against your source.
Step 3: Install VLOOKUP
Install VLOOKUP Auto-Link from the monday.com App Marketplace.
Step 4: Set Up Your VLOOKUP Recipe
In your target board:
- Match “Team Member Name” with the name in your source board
- Pull in Role, Department, or other data
- Map to the appropriate target columns
- Trigger: “When item is created” or “When item is changed”
Step 5 (Optional): Auto-Assign Users
If you’ve included a People column in your source board, VLOOKUP can copy that into a People column in the target board to automatically assign the right user.
The Result: Team Info That Updates Everywhere
- Assignments are always accurate
- No more copy-pasting or double entry
- Role changes sync across boards instantly
- Onboarding becomes plug-and-play
Recap
VLOOKUP turns your “Team Members” board into a reusable, dynamic directory across your entire monday.com workspace. It’s the cleanest way to scale team management, reduce admin work, and boost visibility.