Team members only view their tasks

I have created a sheet to assign the team members with own tasks, and I want to view this in Cards view.

However I want my team to only see their task and not be able to view others tasks, all in card view

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Hammad,

    Unfortunately, it's not possible at the moment if you also want them to be able to edit as well, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    There might be a possible workaround.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

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

  • Thank you Andree,

    I don't want them to edit, only view their tasks (for now at least).

    I just have a card view, viewed by Assigned, Basicly names at the top and cards for task.

    so I can see all names and their tasks in one spot, easy to use and easy to relocate tasks.

    However I dont want X to view Y tasks. I want X to just view his tasks without viewing other work or without editing anything.


    I dont know if its possible.

    the only way is he can view a report, but the downside, that it is in grid view and I want it to be in cards view, as it is easier to read for all employees


    Thanks

    Hammad

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Unfortunately, I don't think it's possible in card-view. I'll get back to you if I think of something.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

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