Dynamic Todo list
Hi all, i have a todo smartsheet and assign task to my team (more that 20 users). I want to create a personal todo smartsheet per user for each of them in order to keep the open tasks and when i add in my sheet a new task for the user No.1, automatically copy this in user No.1 sheet and when change something or close the task update it the same in my sheet. Until now, i can copy automatically the line to the one i assign the task but i cant make it update it in real time from the both sides. Any suggestion?
Answers
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Wouldn't it work with a report instead?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi @Andrée Starå,
thanks for the fast answer. I need to work live between sheets or maybe anyone can see only the task that is assign only in my main sheet without access in the order tasks. Manage, commend etc. this tasks and close them in the end.
thanks,
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Happy to help!
Don't you want the other users to be able to see anything but their own tasks?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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yes i have a big list with task and i want anyone can see only the task with assign in him/her and update them.
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A solution that would be perfect for this use-case is the premium add-on, Dynamic View.
Is that an option?
More info:
If it isn't an option, we would need to create multiple helper columns so you can show the task information in their sheet, and they can update another field to show up in your sheet.
Make sense?
Would that work/help?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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