Techs Managing their tasks in Smartsheet

rachmavis

We have one master sheet where all of our tasks reside. We use Dynamic view for each tech to review, mange their tasks. However, our Techs would like to organize their tasks in a Heirarchy format. Dynamic View limits that ability. It also limits their ability use the Card view.

I set up a heirachy column and conditional formating (as DV does not display the Indents - a needed solution!) Yet - the order the task are entered interupts the order of Parent and Child tasks.

Does anyone have a solution that is within Smartsheet that will help techs manage their tasks to parent tasks using Dynamic View?

Genevieve P.

Hey @rachmavis

There currently isn't a way to display hierarchy in Dynamic View, as you've found. I would also personally use conditional formatting and filters to help collaborators easily find their content.

Another alternative would be to use a Workapp to display a Report with Grouping instead.

Please feel free to add your votes to these related Idea posts: Card View in Dynamic View & Parent Child Relation in Dynamic View

Cheers,

Genevieve

Itai

Hey,

The way I do it is the same way @Genevieve P. suggested which is creating a report that feeds from the database for each emplyee and giving them access through their own role on the WorkApp. it depands on how many employees there are and how often they change but it works for us.