Hi everyone, I need help assigning tasks to staff based on category and task count using FIFO logic.
I have two sheets:
- Task Sheet: Contains Task ID, Received Date, and Category (A, B, C).
- Staff Sheet: Lists Staff Name, their Category, and the number of tasks they should be assigned.
📌 Example: If Staff1 is in Category A and has 5 tasks to be assigned, I need to allocate the earliest 5 tasks from Category A to Staff1 (FIFO method based on Received Date).
💬 How can I automate this assignment in Alteryx so each staff gets the correct number of tasks from their category, assigned in FIFO order?