I managed severals collaborators and for easier management
I want to create several task in one sheet that will be assigned to different collaborators and I want each collaborator to allow see only the affected tasks. It's possible?
There are many ways to do this. The way best for you will depend on the way you are sharing the Sheet, the Collaborators Permissions, and type of Smartsheet Account.
If all of the Assigned To users are on your account and they have editing rights to your sheet, then the best way would be to make a filter so that the "Assigned To" Column (which should be a Contact Column) is equal to the "Current User". Then you would make that your default view for sharing. (Keep in mind, if you're not Assigned To any of the tasks, you won't see anything while the sheet is filtered. This is based on the Smartsheet user logged in.) Please see attached photos.
If you'd like further instruction, I'm happy to help.
Thank you for the answers, unfortunately I can't assign a task to a collaborator without him seeing the other tasks.
in your answer you say " "Assigned To" Column (which should be a Contact Column) is equal to the "Current User". But, if I use the equal Option I cannot have "Current User option". Please see attached photos.
Would you have another solution to assigned task to the collaborator where they can see only the tasks assigned to them?
Answer from Stephanie:
It is not possible to share a user to a Sheet and have them see only their tasks. If you share the Sheet, everyone can see everything in that Sheet.
There are a couple alternatives though:
I'm sorry, I didn't mean "is equal to" it should be "is one of" then you can select Current user. Then when sharing the sheet, you'd make that the default filter.
Another option would be to build a report based the collaborators. This is very easy & real time.
Are you familiar with Reports? If not i can help walk you through creating one.
Nice to read you again.
I'm not familiar with Reports, yes you can show me.
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