How do I create a Spreadsheet/Report/Calendar of team members who are unassigned to tasks

JessMK ✭✭
edited 06/14/22 in Add Ons and Integrations

I need to create a Spreadsheet/report/calendar of team members who are free/unassigned to projects on each day. Most of our projects are events that take place on certain days and we often need to figure out if we can accept requests based on team availability. Currently, we manually check each team member per day but with a big team, this can be time consuming and inaccurate.

Has anyone dealth with this problem and possibly have a solution?

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @JessMK

    Does your account have the ability to use Resource Management? This would auto-create a calendar showing you who is working on what project, and what each user's availability is.

    If this isn't an option, it would be useful to have more information. For example, how are you tracking the projects/events? Is this across multiple sheets or in one sheet? Could the projects span across multiple days, or are you looking to see if today's date is actually listed in the column?

    It would help if we could see some screen captures of your sheet (blocking out any sensitive data). We may be able to create a Report, or use a formula to return different information, but this will be based on how it's all set up, currently.