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.'

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Andrée Starå

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,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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j.eckard

Hey @Andrée Starå,

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.

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