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Multiple Resources?

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Brian Stith
edited 12/09/19 in Archived 2016 Posts

I think I found my answer, but I have a need to assign multiple resources to a single line (an event) within a sheet.  We manage marketing tours associated with multiple drivers and multiple vehicles.  In some cases, a single tour (or single event for that matter) might consist of 3-4 drivers and 3-4 trucks.  When scheduling tours and/or events, it would be very nice to assign all the resources to this single event line, rather than creating multiple lines of the same event, to be able to accurate create the resource view for all the associated drivers and trucks.

 

Is this a function that can be developed? Or is there an easy work around?

 

Thanks,

Brian

Comments

  • Kennedy Stomps
    Options

    Hi Brian-- We don't currently have the ability for you to select multiple names from a contact drop-down list but this is on our enhancement request list and I'll add your vote for this!

     

    One workaround that other customers use is to list the same task on multiple rows and assign each one to a different person. You might consider indenting all of the rows underneath a parent header row for the task for organizational purposes.

     

    Another idea is to create additional 'assigned to' contact type columns for secondary assigned to, etc. so you can assign multiple people to the same row. However, this won't display the additional assigned user(s) in resource views. If you're using the Resource Management functionality or may consider this in the future, I would recommend listing the task on multiple rows.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi,

    Yes, assigning multiple people to a task is now available.

    Please see the attached link/screenshot for more information.

    https://help.smartsheet.com/articles/518335-assigning-people-to-a-task

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    --

    Hi all,

    We're pleased to announce that you can now quickly & easily assign tasks to multiple people. To do so, check the new "Allow multiple contacts per cell" checkbox in any contact column. The cells in that column will then allow up to 20 people to be added.

    You can still leave that option unchecked when you only want a single person to be assigned to a task at a time.

    Adding multiple contacts to a cell is useful not only for assigning people, but also for other scenarios where you want to associate multiple stakeholders with a row. For example, you might want those people to receive notifications when the row changes, or you may want them to appear in reports and filters.

    For some projects, you may want to add 2 contact columns: one for the primary owner, and another for additional team members.

    We welcome you to try it out and let us know what you think.

    - Daniel

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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