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

  • Gia Thinh
    Gia Thinh ✭✭✭✭✭✭
    Answer ✓

    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).
    image.png
    • 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
    Gia Thinh ✭✭✭✭✭✭
    Answer ✓

    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).
    image.png
    • 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.

\n \n https:\/\/community.smartsheet.com\/discussion\/108888\/is-it-possible-to-url-query-an-embedded-form\n <\/a>\n<\/div>\n

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>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":530,"urlcode":"url","name":"URL"}]},{"discussionID":108886,"type":"question","name":"Why does a user show an email address?","excerpt":"When I'm adding users to Assigned, it usually shows the First Name Last Name, but sometimes it just shows the email address. How do I fix this? See screenshot example.","snippet":"When I'm adding users to Assigned, it usually shows the First Name Last Name, but sometimes it just shows the email address. How do I fix this? See screenshot example.","categoryID":321,"dateInserted":"2023-08-12T18:59:03+00:00","dateUpdated":null,"dateLastComment":"2023-08-12T20:33:33+00:00","insertUserID":128842,"insertUser":{"userID":128842,"name":"Karen Bruer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Karen%20Bruer","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5MPAuTrWZX4!elHDp9qhGX4!HMSKFvshvfI","dateLastActive":"2023-08-13T15:19:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":161632,"lastUser":{"userID":161632,"name":"SteyJ","title":"Jacob Stey","url":"https:\/\/community.smartsheet.com\/profile\/SteyJ","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5Zjq-V_rc4o!zmkrczO71bo!6kwXWfi9FUH","dateLastActive":"2023-08-13T22:08:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":26,"score":null,"hot":3383739756,"url":"https:\/\/community.smartsheet.com\/discussion\/108886\/why-does-a-user-show-an-email-address","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108886\/why-does-a-user-show-an-email-address","format":"Rich","lastPost":{"discussionID":108886,"commentID":390375,"name":"Re: Why does a user show an email address?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390375#Comment_390375","dateInserted":"2023-08-12T20:33:33+00:00","insertUserID":161632,"insertUser":{"userID":161632,"name":"SteyJ","title":"Jacob Stey","url":"https:\/\/community.smartsheet.com\/profile\/SteyJ","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5Zjq-V_rc4o!zmkrczO71bo!6kwXWfi9FUH","dateLastActive":"2023-08-13T22:08:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/I85D28MOQEGC\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-13T15:20:11+00:00","dateAnswered":"2023-08-12T20:33:33+00:00","acceptedAnswers":[{"commentID":390375,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/108886\/why-does-a-user-show-an-email-address\n <\/a>\n<\/div>\n

You can have them update their contact card by going to Settings -> Personal Settings<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108879,"type":"question","name":"Not all recipients are receiving automated emails","excerpt":"Hello. I have many sheets with automation and i have one that is giving me an issue. I am getting the above email notice from smartsheets for this one automation on one sheet. I have double checked that the restrictions are set to \"Unrestricted\". See attachments. Thank you! Any ideas what is happening or how to fix it?","snippet":"Hello. I have many sheets with automation and i have one that is giving me an issue. I am getting the above email notice from smartsheets for this one automation on one sheet. I…","categoryID":321,"dateInserted":"2023-08-11T22:17:59+00:00","dateUpdated":null,"dateLastComment":"2023-08-12T15:59:01+00:00","insertUserID":165014,"insertUser":{"userID":165014,"name":"David Sprague","title":"Fire Chief","url":"https:\/\/community.smartsheet.com\/profile\/David%20Sprague","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-12T22:17:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-14T09:45:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":41,"score":null,"hot":3383650020,"url":"https:\/\/community.smartsheet.com\/discussion\/108879\/not-all-recipients-are-receiving-automated-emails","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108879\/not-all-recipients-are-receiving-automated-emails","format":"Rich","lastPost":{"discussionID":108879,"commentID":390368,"name":"Re: Not all recipients are receiving automated emails","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390368#Comment_390368","dateInserted":"2023-08-12T15:59:01+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-14T09:45:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-12T22:18:07+00:00","dateAnswered":"2023-08-12T15:04:58+00:00","acceptedAnswers":[{"commentID":390360,"body":"

Hi @David Sprague<\/a>, <\/p>

I hope you're well and safe!<\/p>

There's a known issue at the moment.<\/p>

I'll get back to the post if I can find the thread.<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4943,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics