TO DO LIST follow up via general meeting list

TVP ALAN · 04/22/24

Hallo en good afternoon ,

All the meetings within TVP we list them up into a Smarthseet.

Grid is named by meeting follow up…. Into the sheet we have created different intern customers.

This makes that we have a report per intern customer , so you can work easily in meetings with a structure.

As you see below

Build up in Workspace between the MGMT

Into the meeting Follow Up grid I have a column assigned to.

This one I want to use for each responsible person inside our company.

So when assign some meeting point to MisterX into colomn assign to then i want to have the full lign visibile to Mister X TO DO list

But Mister X is not a part of workspace .

So when I create a TO DO based on the Meeting Follow up grid, Mister X cant see is his to do list as he is not a member of Meeting Follow up grid.

Do you have tips ?

Brgds

Alan Wyns

KPH · 04/23/24

Have I understood correctly:

You have a grid for Meeting Follow up and assign tasks within the grid. You create reports for each person that shows just their tasks (using a filter on the assigned column). You want to share this report with the person that is assigned these tasks but do not want to share the workspace with them.

If so, and they do not need to edit the tasks, then you can Publish the report and share that URL rather than Sharing the report. You will find the Publish icon on the right hand tool bar.

https://help.smartsheet.com/articles/522078-publishing-smartsheet-items

TVP ALAN · 04/23/24

Hallo

Thanks for this but they should have also the possibility to fill in or to add several fields ...

the workspace is indeed only for the management team

:o(

Andrée Starå · 04/23/24

Hi @TVP ALAN

I hope you're well and safe!

Can you elaborate?

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to 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!

TVP ALAN · 04/24/24

Hi

i found a solution with Dynamic view so for the moment i am ok :o)

Thanks

Andrée Starå · 04/24/24

@TVP ALAN

Excellent!

I'm glad you found a solution!

✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

KPH · 04/24/24

https://community.smartsheet.com/discussion/comment/432694#Comment_432694

Great work! If they need to edit, then I think Dynamic View is you best bet.

TO DO LIST follow up via general meeting list

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