# of Tasks Assigned to Each Person from a Folder
Hi All,
Working on trying to find a solution to the following. We have a dashboard we'd like to use to understand the workload across all of our standard projects. Specifically, we want to know the number of tasks assigned to each person by health status.
The Folder "Standard Projects" includes multiple sheets, and will continue to grow (possibly over 100)
Each of those sheets use the same template (example shown below):
Is it possible to create a report or sheet to link to the dashboard that can end up looking something like this (note, this is from a single large project that I've put together for reference):
The most important thing is this scales and doesn't require I update links and formulas each time we make a new project because it will be a very regular occurrence.
- If new employees are hired and assigned tasks, the report/sheet/dashboard can update automatically
- If additional projects are placed in the "Standard Projects Folder", they'll automatically be considered in the total count
Answers
-
I'd recommend using the new Report Builder to accomplish this, but I don't think it supports Charts/Metrics in a Dashboard yet, but you can probably add the report to the Dashboard.
Make sense?
Would that work/help?
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.
-
Are you referring to the row report and sheet report feature? Those can definitely fuel dashboard charts and metrics but I'm not able to get the report to meet criteria 1 and 2 above... the only way i can reference sheets is either using their folder as a source, which then won't let me create number summaries or to reference the sheets individually which means i'd have to update the formula every time we launched a new project. Unless I'm unaware of additional functionality?
-
I'm referring to the recently released Grouping and Summary features added to reports, and I don't think they can be used in combination with charts and metrics yet.
Make sense?
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.
-
@Andrée Starå - my "assigned to" is not appearing in the group by or summarize by options - any advice?
-
Did you get it working?
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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