Multiple actions to the same role

Ricardo Correa

I am setting up a smartsheet to manage risks. For each risk, there will be a mitigation plan that can have many actions and each of them will have a different owner/assign. Right now, I am duplicating or more the line/risk and adding new actions to the same risk. It doesnt look the way I wanted and the management of it is harder. I am wondering if it is possible to add multiple tasks to the same risk without the need to duplicate the risk.

Jeff Reisman

@Ricardo Correa

Here's your basic structure. Mitigation Action is a multi-select column. The Assignee columns are Contact List columns.

To assign your owners, you can use column formulas using the HAS function in the Assignee columns to assign the owner.

*Alternatively, you could use automation rules to assign the rows when the mitigation action changes (one automation rule for each Assignee column - multiple condition paths in one rule won't work correctly with this structure.)

Mike TV

@Ricardo Correa

You could try making the Mitigation Action column a multi-select dropdown column. Would that work?

Ricardo Correa

i dont think it would work. I need to assign the actions to someone and have due dates for them.

Jeff Reisman

https://community.smartsheet.com/discussion/comment/354301#Comment_354301

How many possible different mitigation actions are we talking about here? You could make it a multi-select, then add helper contact columns that assign various people based on what actions are selected.

Ricardo Correa

https://community.smartsheet.com/discussion/comment/354423#Comment_354423

how would it look like? for each risk, i would have around 5 mitigation actions.

Jeff Reisman

@Ricardo Correa

Here's your basic structure. Mitigation Action is a multi-select column. The Assignee columns are Contact List columns.

To assign your owners, you can use column formulas using the HAS function in the Assignee columns to assign the owner.

*Alternatively, you could use automation rules to assign the rows when the mitigation action changes (one automation rule for each Assignee column - multiple condition paths in one rule won't work correctly with this structure.)