Is there a way to assign a certain task/activity to multiple groups and generate report by group?

Chanitra K.

I want to use Smartsheet to track progress of task/activity by team or people. However, some tasks/activities may be assigned to multiple teams or people. For example, activity A to be done by x & y. Activity B to be done by y. Then, I want to create a report/dashboard to show all activities assigned to y (activity A & B), maybe in the card view. Is there a way to set up Smartsheet to do this?

I am thinking about some sort of tagging or hashtag function that allows user to assign certain task to multiple groups/people then filter the tasks based on group of person.

Andrée Starå

Hi @Chanitra K.

Would it work by adding multiple contacts to a contact column or multiple dropdown options in a dropdown list column?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) 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!

Andrée Starå

Hi @Chanitra K.

Would it work by adding multiple contacts to a contact column or multiple dropdown options in a dropdown list column?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) 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!

Chanitra K.

Hi @Andrée Starå,

It works for tagging each activity with multiple teams. But now that I tried to use Card View to visualize activities by team, I was unable to group activities using "View by" function. Somehow I could filter them using "Filter" function instead.

Is there a way to configure the "View by" function so I can see them in Lane view?

Thanks!

Andrée Starå

@Chanitra K.

I hope you're well and safe!

Excuse the late response.

Crazy times and I missed coming back to you.

Have you solved it, or do you still need help?

Happy New Year & Stay safe!