Combined Update request across multiple projects/sheets



My teams work concurrently across multiple projects. Is there a way to combine status update requests for tasks across multiple sheets so that they receive a consolidated update request for all projects?

I have created a "Current User Report" which shows tasks across all projects for each user, but am having difficulty getting people to review this report daily!

Best Answer

  • Heather Duff
    Heather Duff ✭✭✭✭✭✭
    Answer ✓

    Hi ,

    I did my own test with the "current user" filter on my report. Unfortunately, it sent out the report filtered by the user who prompted the PDF to be sent. So, unless I'm missing something, it looks like you would have to set up a separate report for each person.

    If you end up having to go that route, the good thing is that reports are super easy to duplicate and change the filter for, so you don't have to start from scratch. When you have the report open, simply go to File>Save as new... , then click on the Filter icon to change the filter to the next assigned contact.

    It's not ideal, but would work. (And, if you have personnel changes, you could simply take the report from the person who leaves and change the filter to the new person.)

    Hope this helps!