Group by column, or type? Simple grouping process?
Hi,
I am coming from the world of Airtable that allowed us to easily (or automate) our grouping by a specific column or category. I have work tirelessly to recreate that in Smartsheet and am surprised to find out, it is not a feature.
I then looked online to see its been an issue for people since 2017 but no updates since?
If I filter, it does just that, removes information. I simply want to just categorize and group tasks based on Task type, or even who they are assigned to. In Airtable, after a forms submission it automatically categorized the request underneath the correct group. It would then have subgroups. Here is an example of a grouping break down
--Region (US, EMEA, etc. etc)
----- Location (NY, SF, UK)
--------Task Type (Marketing, Design, etc, etc)
------------Status (In progress, Not yet started)
So the collapsed view of the sheet would just be regions, but then you could expand the regions to see all tasks.
And if I wanted to, I could easily edit the grouping capabilities to group by location, or by task type. I just don't see that capability in Smartsheet? Am I missing something?
I'd love to read if anyone has any comparable workarounds to achieve this. I am more than happy to put in the work to create this as it is our companies platform, but if not I just don't see this as being viable long term if I cant. Way too much manual input for my liking.
Thanks for any insight into the issue.
Best Answer
-
Hi @GR_OK
I hope you're well and safe!
Have you explored using a Report? You can Group and more with a Report.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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.
Answers
-
Hi @GR_OK
I hope you're well and safe!
Have you explored using a Report? You can Group and more with a Report.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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.
-
Thank you Andree. I am looking into it now and will get back with results. Appreciate the quick response.
-
Ok so far this solves my needs! thank you. I will follow up as I dig deeper. Thank you
-
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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