Integrate Smartsheet with Microsoft Teams


I created an "Assigned Tasks" report for the individuals on my team to access via Microsoft Teams.

If I create a report in Smartsheet and create a filter that includes the teams names, can each person on the team go into the report in Microsoft Teams and filter it to show only their assigned tasks without it affecting anyone else's view? The goal is for each individual to access this "Assigned Tasks" report and easily see all of their tasks via Teams.


  • Sarah Keortge
    Sarah Keortge ✭✭✭✭

    If you allow your users to modify the filter it will change it for everyone. I would suggest using the Current User filter so that they only see their own assignments by default as that's what it sounds like you are trying to accomplish.