How do you automatically pull assigned tasks to an individual's 1:1 sheet?
Elaboration: We would like to have our employee 1:1 sheets automatically populate with all tasks that are assigned to who that 1:1 sheet is designated for.
Example: Pamela is assigned tasks in sheet 1, 2, & 3. When Pamela opens her 1:1 sheet, we would like to have the tasks assigned to her in various sheets automatically reflected in the 1:1 sheet under the 'tasks section.'
Answers
-
Hi @j.eckard
I hope you're well and safe!
Have you explored using a Report instead?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrรฉe Starรฅ | Workflow Consultant / CEO @ WORK BOLD
โ Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, 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
Andrรฉe Starรฅ | 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.
-
-
Hey @Andrรฉe Starรฅ,
Thanks for your comment. I am aware of the report and we have used it for other purposes. However, report is not what we are looking to use. The 1:1 sheets serve other purposes and have sections for agendas and action items as well.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 67.8K Get Help
- 474 Global Discussions
- 205 Use Cases
- 517 Announcements
- 5.5K Ideas & Feature Requests
- 87 Brandfolder
- 157 Just for fun
- 83 Community Job Board
- 521 Show & Tell
- 36 Member Spotlight
- 3 SmartStories
- 309 Events
- 37 Webinars
- 7.3K Forum Archives