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How to merge the tasks from multiple sheets for a single user ?

steve rosenblum
steve rosenblum ✭
edited 12/09/19 inArchived 2015 Posts

Hi

I am uding smartsheet to manage the opening of stores in several countries and I invite my internal staff with our franchisee's staff in a a sheet which is a Micro-Planing with 175 tasks to be executed for a neat store opening.

Since we are working worldwide, we have several openings happening in the same timeframe.

On each of my sheets, I approximately have 30 people engaged in one or multiple tasks to execute. Some key stakeholders can have up to 30 tasks out of the 175 tasks.

Let's say we have 10 stores to be opened in the next 60 days, a key stakeholder would have 300 tasks to execute or follow.

I would like to generate a real-time document that could be the homepage when you log to smartsheet with all the task to be perform by "me" (ME being the staff that logs to smartsheet).

I am not sure that a report is the right way to go since it is a static document. I am looking for a "macro" sheet that is cascading all "my" tasks and where I can chane a status of each of these tasks and it would change the task in the respective sheet.

Hope that I am clear.

Steve

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<\/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":109217,"type":"question","name":"Formula Help","excerpt":"I am trying to fix a formula. What I am trying to achieve is the number of days between the Assigned Date and the Created Date. The \"Executed\" is for when the status changes to Executed. I have a status column and date columns following for the statuses like \"Assigned\" , \"Pending\" etc. and for each status is a date column…","snippet":"I am trying to fix a formula. What I am trying to achieve is the number of days between the Assigned Date and the Created Date. The \"Executed\" is for when the status changes to…","categoryID":322,"dateInserted":"2023-08-21T17:53:13+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T22:39:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-08-21T22:38:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":156010,"lastUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-08-21T22:38:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":29,"score":null,"hot":3385301579,"url":"https:\/\/community.smartsheet.com\/discussion\/109217\/formula-help","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109217\/formula-help","format":"Rich","lastPost":{"discussionID":109217,"commentID":391751,"name":"Re: Formula Help","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391751#Comment_391751","dateInserted":"2023-08-21T22:39:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-08-21T22:38:39+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T22:39:50+00:00","dateAnswered":"2023-08-21T22:31:14+00:00","acceptedAnswers":[{"commentID":391749,"body":"

Give this a try:<\/p>

=TODAY() - IF([Assigned Date]@row <> \"//www.santa-greenland.com/community/discussion/331/\", [Assigned Date]@row, DATEONLY(Created@row))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":109212,"type":"question","name":"INDEX MATCH with multiple values question","excerpt":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker that I'd like to check off if the Candidate name AND the Evaluator name match in both sheets. There will be duplicate results for each column…","snippet":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker…","categoryID":322,"dateInserted":"2023-08-21T17:26:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T20:29:09+00:00","insertUserID":165425,"insertUser":{"userID":165425,"name":"MarcM","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MarcM","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T20:24:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3385290352,"url":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","format":"Rich","lastPost":{"discussionID":109212,"commentID":391719,"name":"Re: INDEX MATCH with multiple values question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391719#Comment_391719","dateInserted":"2023-08-21T20:29:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T20:28:55+00:00","dateAnswered":"2023-08-21T19:17:27+00:00","acceptedAnswers":[{"commentID":391690,"body":"

I think I would just use a COUNTIFS in this situation:<\/p>

=IF(COUNTIFS({FY24 Hirevue Response Sheet Range 1}, [Evaluator Name]@row, {FY24 Hirevue Response Sheet Range 2}, [HV Candidate Name]@row) > 0, 1, \"//www.santa-greenland.com/community/discussion/331/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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