Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Filters

Hello, I have a Master sheet setup w Task Names being my customer column.
From that I have filters setup for each of my processes which is in the Assigned Column.
The filters for example will show all the jobs on the finishing calendar.
What I would like to do is setup a filter that would show all the processes for one customer(taskname) It would plot out on a calendar just the one job start to finish.
I'm confused how I can go about setting this up as of yet.
thanks
Comments
-
Can you create a report that filters the task name? You can either use Task Name contains "Ryan" and you would get every task for Ryan.
-
Sorry, still at basic program and am unable to do reports.
I would like to be able to use a checkbox beside each taskname and have that linked to a filter when I apply it.
Not sure if this is possible though.
-
I agree with Mike. You can add the checkbox status in the report criteria. For each new report simply copy the report and modify the parameters.