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

DebyBickford

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

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!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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