Create individual task lists and a form to request a task from each person??
So I have about 10 people in my office. Would it work to create an individual task list (sheet) for each person and then have a central Smartsheet form to automatically send the tasks or rows to each person's task list?
So far, the only way I can figure out how to do this is the have an individual form for each task list. Then share a webpage with all 10 links on it so people request a task from the right person.
I was hoping I could have one central sheet and one link that people could select the correct person from a dropdown menu. Then setup automation to send the task (row) to the correct person's sheet.
Is this possible?
Answers
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Hi @LukeFortney
I hope you're well and safe!
You could add a so-called helper sheet that would have the one master form and then we'd use a Workflow or multiple workflows to copy the submission to the correct person.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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