How do I create a report where "Assigned to" = "Current User"

CycleBagEd

I have followed the instructions here:

https://help.smartsheet.com/articles/529454-view-your-assigned-tasks#:~:text=To%20view%20assigned%20tasks%20on,filter%20%E2%80%9CMy%20Tasks%E2%80%9D).

But, I don't get a "who" option when building a report. How can I dynamically adjust a report to show tasks for the logged in user?

thanks in advance

MoniqueM

In your sheet make sure you have a Column for [Assigned To] is set to "CONTACT LIST" then enter in your contacts. (I always check the restrict to.. box)

In the report make a filter that has this column listed & change it to [Current User]. Here is a example of one I have:

MoniqueM

In your sheet make sure you have a Column for [Assigned To] is set to "CONTACT LIST" then enter in your contacts. (I always check the restrict to.. box)

In the report make a filter that has this column listed & change it to [Current User]. Here is a example of one I have:

CycleBagEd

Okay...wow..

"Has any of" is where it is hiding - I was trying to use "Equal to" like a total noob.

It's like the dark arts. A thousand thank yous!

MoniqueM

Glad it helped!

(I literally asked my co-worker the same question 2 weeks ago so it was fresh on the brain) :)