Unified task list

edited 12/09/19 in Using Smartsheet
10/30/18 Edited 12/09/19

Hi everyone!

I started using Smartsheet to control all the projects in my company(aproximatelly 9 projects). Some of them have confidential parts, but they also need colaboration of other employees. 

Can I create a unified task list for each person so that they can view and update only the task related to them, withou viewing others' tasks?

e.g.

 - Buyer must see in his task list that he needs to "search for suppliers" for project X and update this task.

 - Human Resources analyst  must see in his task list that he needs to "recruit 5 people" for project X.

 - Buyer should not be able to view the task "recruit 5 people", but should be able to update "search for supliers".

Is there any way to do that?

I tried to use reports, but the problem is that they cannot update the task without granted access to the main project, which causes them to see the whole project.

Thanks!

 

 

Comments

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    The Dynamic View add-on could be something you may want to look in to.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    I concur with Paul.

    The premium add-on, Dynamic View would work perfectly it seems. 

    It could possibly also work with a carefully thought out process with linking between sheets. It all depends on your specific use case.

    Please see the attached link/screenshot for more information.

    Dynamic View

    I hope this helps you!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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