See all the tasks an individual is assigned to across multiple sheets.

Erik Hartman RDF

Hi Dev team,

It would be great to have a widget or view that allowed staff to click and see all the tasks they are assigned to across multiple sheets in a single workspace. Something like a "My Tasks" icon on the left Nav that shows all assigned tasks that's available in MS Planner and other task management tools.

Georgie

Hi @Erik Hartman RDF,

Have you considered creating a row report with a current user filter? You could create the report within the same workspace and select either all sheets in the workspace, or all required sheets within the workspace as the data source for the report. Then, you can create a filter in the report using your Assigned To contact list column, so that it will show all rows from those sheets that are assigned to the user viewing the report.

Users will need to have at least viewer access to all source sheets as well as the report in order to see data within the report - you could provide users the same level of access to the entire workspace if you haven’t already done so. 

For more information on creating reports with filters and on sharing reports and source sheets or sharing workspaces, check out the following resources:

• Build a row report
• Create filter criteria in Report Builder
• Overview: Share sheets and reports
• Share a workspace

Does that work for you?

Georgie