How to pull assigned task from differnt workspaces into a master task sheet

Each of my clients has their own workspace with multiple sheets. One of the sheets is a project planner/task list, where each task is assigned to an employee. We have 50 + clients and you have to go into each workspace and click on the project planner/task sheet to keep up with what is assigned to you. Is there a way to create a "master" sheet for each employee that will pull in everything that is assigned to them? I would also like for them to be able to make updates in their individual "master" sheet that will then automatically update the individual client's sheet. 


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 07/07/20

    Hi Deby,

    I’d recommend using a report instead. You could use the Current User feature so the one looking at the report would only see their tasks.

    Would that work?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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