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Excel to record tasks done and assign a task to someone else

  1. #1
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    Excel to record tasks done and assign a task to someone else

    Hi Experts
    A bit of background
    We are a team of 14 people and there are a few tasks that all of us hate to do i.e. gluing, tapping & potting
    WHat we have decided is we all will take turns doing it so everybody does it

    Problem
    Not all days have these tasks and some days there are just a few and someday a lot

    Solution Tried
    Given each person a day, so they do what ever tasks need to be done
    Problem
    Some guys end up doing a lot because unluckily for them the day they have keeps getting the most tasks

    Help and Ideas
    What i would please like is a solution or point me towards a solution in Excel

    How can i setup these tasks, which will record who did how many of these tasks on what day and make a recommendation of who needs to do the next tasks

    Could have the names of all the employees
    The list of tasks
    Job number and quantity can be entered and who did the tasks
    Based on todays task list, a formula to recommend who should be assigned tasks the next day

    The formula needs to be fair to the people so the workload is shared equally

    Thanks
    Regards
    Rahul

  2. #2
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    Re: Excel to record tasks done and assign a task to someone else

    If you make a list of tasks completed and assign a point value to the task, like

    Who What Points
    Rahul Potting 3
    Rahul Tapping 2
    Bernie Excel 10


    Then you can identify the person with the least points using a set of SUMIF formulas. Find the Minimum point total, and then use INDEX MATCH to return the name of the person with the least points and they get to do the task(s).
    Bernie Deitrick
    Excel MVP 2000-2010

  3. #3
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    Re: Excel to record tasks done and assign a task to someone else

    Hi Bernie
    Thanks for pointing me in the right direction
    I am not very confident I will be able to do it, but I will have a crack at it and post it here

    Regards
    Rahul

  4. #4
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    Re: Excel to record tasks done and assign a task to someone else

    If you run into trouble, someone will be here to help - just fully describe your issue (and maybe start a new thread so other folks will see it...).

  5. #5
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    Re: Excel to record tasks done and assign a task to someone else

    I would think the easiest way to do this would be to simply sum task by person and then assign that task to the person with the lowest sum to that task. In case of a tie figure out a tie breaker (like alphabetical according to name).

    The problem I foresee with this is that it doesn't take into account variables like, "How many people you need for a task to be efficient". You may consider adding figures for how many people are needed for each task each day. In other words if today you need 2x people to glue, then maybe you assign the lowest and second lowest "glue-ers" to that task for that day.

    If you need further help putting together a sample file would help us help you.
    Ways to get help: Post clear questions, explain your overall goal, supply as much background as possible, respond to questions asked of you by those trying to help and post sample(s) files.

    "I am here to help, not do it for people" -Me

  6. #6
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    Re: Excel to record tasks done and assign a task to someone else

    Hi Zer
    Thanks for the direction. I will put together a test file
    Thanks
    Rahul

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