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?


 - 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.





  • Paul NewcomePaul Newcome ✭✭✭✭✭

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

  • Andrée StaråAndrée Starå ✭✭✭✭✭


    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!


    Andrée Starå

    Workflow Consultant @ Get Done Consulting


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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