Is there a v lookup type formula that will find all tasks assigned to a specific person?

kstaver

I am building a personal task tracker template for my team so everyone can better manage daily tasks as well ass see any tasks assigned to them as part of a project. Is there a formula or way to have project tasks automatically added to a sheet or report as they are created and assigned to a specific person?

Andrée Starå

Hi @kstaver

I hope you're well and safe!

I recommend using a Report with the Current User feature so the team member viewing it can see their tasks.

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

Hi @kstaver

I hope you're well and safe!

I recommend using a Report with the Current User feature so the team member viewing it can see their tasks.

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

kstaver

Hi @Andrée Starå

Ok, so I can have a report that combines someone's individual task list plus tasks assigned to them on various projects.

I have reports that consolidate tasks as part of our programs/projects (engineering change process, new product development etc), it has just been a bit of a mess trying to combine everything so that we have a centralized system so that my team can just go to one pace to see all the tasks/projects they are involved with.

Thanks,

Katie