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

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.

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Idea Submitted

Project Management

Comments

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:

Does that work for you?

Georgie

swww

I agree! I like how all the other tools out there automate all of this, no effort on the user to see their tasks.

In Smartsheet, is there a solution to automate all of this so that the user does not need to constantly be maintaining the source in these reports? We have new workspaces / sheets frequently, it'd be a hassle for the users to keep up with the reports. And if they don't do this, users easily miss anything assigned to them.

Georgie

Hi @swww,

It’s possible to select an entire workspace or multiple workspaces as the source for a report, but there’s currently no way to automatically add new workspaces to a report. When you have a moment, please submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea!

As an alternative, would you be able to create new folders inside of existing workspaces and use those workspaces as the source for the report? I found a similar thread here suggesting this solution: Report from multiple sheets - but automatically including new sheets.

Thanks,

Georgie

RAdamowicz

I agree! We currently do this through multi-sheet reports in Control Center for my team, but it would be so nice to have an automated view! Especially for people that work with multiple teams (i.e., in addition to my main role I also lead an employee resource group) it would be so nice to just automatically be able to view everything with my name on it and filter from there!

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