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
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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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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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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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