Update request for one task assigned to multiple people
I want to have multiple people assigned to a task. When I send out the update request to the contacts assigned to that task, both get the form and when one updates data, the other then has to override the data when they respond, not being able to capture both user's response makes it hard to ensure we are getting all department perspectives. Is there a way this can be managed more efficiently in the Smartsheet?
Best Answer
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Gia Thinh ✭✭✭✭✭✭
嗨vbhagwat,
To capture both user's response to ensure we are getting all department perspectives, some ideas you can consider:
- Add the comment field to the update request you're going to send to contacts. All the comments from users will be saved seperately in Comment icon on each row and you can review them later. You can also add a new "Latest comment" column to auto capture the user latest comment to this collumn for quicker viewing (no need to access to Comment icon).
- Add more columns corresponding with departments to update seperately
I love processes, worflows, automation, co-operation and technology. That's why I built a mini ERP solution for businesses.
Answers
-
Gia Thinh ✭✭✭✭✭✭
嗨vbhagwat,
To capture both user's response to ensure we are getting all department perspectives, some ideas you can consider:
- Add the comment field to the update request you're going to send to contacts. All the comments from users will be saved seperately in Comment icon on each row and you can review them later. You can also add a new "Latest comment" column to auto capture the user latest comment to this collumn for quicker viewing (no need to access to Comment icon).
- Add more columns corresponding with departments to update seperately
I love processes, worflows, automation, co-operation and technology. That's why I built a mini ERP solution for businesses.
Categories
Hi,<\/p>
I hope you're well and safe!<\/p>
Unfortunately, as far as I know, it's not possible now (if you mean that the Query should be included in the URL to Dashboard, it's only possible in the URL to the form), but it's an excellent idea!<\/p>
Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>
How would you like to use it? What's the use case?<\/p>
Be safe, and have a fantastic weekend!<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>