When added to a project, automatically add project to team member project page

horace West

I am a newbie with this, so hopefully I make sense.

What we are trying to do is when we add someone to a project, that they will have the project added automatically to their personal project page where they can keep track of their hours spent on the project.

Ideally we would like to see the total hours for each project get fed back to the sheet that keeps track of all the projects.

I have included 2 screen shots of the basic layout.

I was able to add the person to their sheet, but I had to use a helper column, which was hidden, it was very clumsy and did not work well.

Any help would be appreciated.

Thanks.

projecy sheet.PNG

personal sheet.PNG

Andrée Starå

Hi @horace West

I'd recommend using a report instead for the members to see their assigned tasks.

Would that work?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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