Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Tag Multiple Contacts to one row?

MicW
MicW
edited 12/09/19 in Archived 2017 Posts

At my work we have a project in a row and assign it to one employee, but we also need to, for lack of a better word, tag other employees who need to be able to quickly see the progress being made and oversee the project. Ideally it would be great to have card view show each employee with their assignments in one color, and projects they need to be aware of in another color. So that everything they're working on is in one easy view place. Is that possible?

Comments

  • Brent Nathan
    edited 04/12/17

    Couple of ideas:

    1: Add multiple contact list columns for the secondary "tagged people"

    2: Add a "tagging" text-type column where you can just type people's names in it i.e "Brent, John, Joe."  Then run a report, or apply a filter where "tagging" column contains "Brent" and so on.

     

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    This is a great enhancement idea. I will post it as a product enhancement request. We constantly want to assign multiple contacts to a single row, and adding additional columns can really make a sheet unwieldy. 

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    This might help you!

    Yes, assigning multiple people to a task is now available.

    Please see the attached link/screenshot for more information.

    https://help.smartsheet.com/articles/518335-assigning-people-to-a-task

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    --

    Hi all,

    We're pleased to announce that you can now quickly & easily assign tasks to multiple people. To do so, check the new "Allow multiple contacts per cell" checkbox in any contact column. The cells in that column will then allow up to 20 people to be added.

    You can still leave that option unchecked when you only want a single person to be assigned to a task at a time.

    Adding multiple contacts to a cell is useful not only for assigning people, but also for other scenarios where you want to associate multiple stakeholders with a row. For example, you might want those people to receive notifications when the row changes, or you may want them to appear in reports and filters.

    For some projects, you may want to add 2 contact columns: one for the primary owner, and another for additional team members.

    We welcome you to try it out and let us know what you think.

    - Daniel

    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.

  • Now that multiple contacts are allowed, when i add a contact, i cannot simply either hit Tab or Enter to move to the next cell. That is super annoying because I have to go to my mouse and click into another cell. Otherwise, it wants me to continue to add more contact names in that cell. 

    Is there a way to have a simple "Return" to move to the next cell that I'm missing?

This discussion has been closed.