Way to tell a report to include the parent row info for child tasks?

I'm creating a report to display all tasks assigned to certain users, but it's difficult to tell what some of the child tasks are when divorced from their parent task. Is there an easy way to tell the report to also pull in the parent row info.?

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Jessica T.

    The way I would personally do this is to set up a "helper column" in the source sheet (which you can hide in the sheet if you don't need to see it).

    This column would house a column formula to return the name of the Parent row, like so:

    =PARENT([Task Name]@row)

    Then when you create the Report you can include in this helper column to identify the row's parent task. You can even use this to Group the report, if you wanted!

    Let me know if this will work for you.




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