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How to allow tasks to flow up and down

Hi

I'm a teamleader that keeps track of all tasks and put them into smartsheet. So I'm the connectionpoint for all stakeholders. But I don't solve the tasks, my team does.

The priority of which task should be solved first is alligned with 5 other team leads.

So right now I have an overviewsheet with all tasks and the priority of these and where I assign them to one of the teammembers - from there I would like these tasks to flow to a sheet owned by the assignee and then he and she can update it and add subtasks and then this will be updated on the overview sheet.

Is there a way to do this or any other smarter solution to allow information to "flow both ways" so to say

Comments

  • Hi Rasmus-- This is just my opinion, and other Community members may have different thoughts, but I might consider flipping your workflow a little bit and using a combination of Sheets and a Report to accomplish this.

    Check out this article from our Support Blog on getting started with Reporting://www.santa-greenland.com/blog/support-tip-reports-organize-data

    Using a Report in place of a "Master Sheet" would allow you to roll-up rows from your team's sheets and organize this data in your preferred format, while still allowing your team to retain autonomy over their individual sheets. Let me know what you think of this!

  • I thought about that as well, but my problem is that I would have to choose who should do the job as soon as it gets on my list and I would like to avoid that.

    I would like to follow how much each teammember has on their backlog and then I'm able to assign them tasks if they have time to solve it.

This discussion has been closed.
Awesome! I'm glad it's working for you. 👍️<\/span><\/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":107147,"type":"question","name":"Using IFERROR Formula - Still getting UNPARSEABLE error","excerpt":"I'm calculating a Burn Rate Percentage so it's using a basic calculation FORMULA =[Column4]@row \/ [Column2]@row --> This works fine However when one of the Column is a ZERO, I get a #DIVDE BY ZERRO error displayed. To address this error, I used an IFERROR but it's giving me an \"UNPARSEABLE\" error. I want the cell to…","snippet":"I'm calculating a Burn Rate Percentage so it's using a basic calculation FORMULA =[Column4]@row \/ [Column2]@row --> This works fine However when one of the Column is a ZERO, I get…","categoryID":343,"dateInserted":"2023-06-30T16:32:54+00:00","dateUpdated":"2023-06-30T16:35:50+00:00","dateLastComment":"2023-06-30T18:58:03+00:00","insertUserID":161931,"insertUser":{"userID":161931,"name":"Christine Cao","title":"Engagement Manager","url":"https:\/\/community.smartsheet.com\/profile\/Christine%20Cao","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-01T00:40:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T20:24:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3376296057,"url":"https:\/\/community.smartsheet.com\/discussion\/107147\/using-iferror-formula-still-getting-unparseable-error","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107147\/using-iferror-formula-still-getting-unparseable-error","format":"Rich","lastPost":{"discussionID":107147,"commentID":383396,"name":"Re: Using IFERROR Formula - Still getting UNPARSEABLE error","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383396#Comment_383396","dateInserted":"2023-06-30T18:58:03+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T20:24:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T18:53:59+00:00","dateAnswered":"2023-06-30T18:25:40+00:00","acceptedAnswers":[{"commentID":383387,"body":"

You need to remove the closing parenthesis from before the comma.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107143,"type":"question","name":"How can I get (on a separate metric sheet) the average SLA time within a given month?","excerpt":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement SLA column and a \"date of request\" (auto column for when the submission was created), and I'm looking to record the average for each month on a…","snippet":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement…","categoryID":322,"dateInserted":"2023-06-30T15:31:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T17:30:08+00:00","insertUserID":159225,"insertUser":{"userID":159225,"name":"laney_white","url":"https:\/\/community.smartsheet.com\/profile\/laney_white","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5FvXObtmaHw!CVFXQvc68Xo!anynrNoWe-v","dateLastActive":"2023-06-30T17:19:19+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":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3376287114,"url":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107143,"commentID":383369,"name":"Re: How can I get (on a separate metric sheet) the average SLA time within a given month?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383369#Comment_383369","dateInserted":"2023-06-30T17:30:08+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":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/ZXS917R2FJKC\/master-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"master sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T17:19:35+00:00","dateAnswered":"2023-06-30T15:50:27+00:00","acceptedAnswers":[{"commentID":383345,"body":"

If I understand correctly, this may help.<\/p>

=AVERAGEIF({date of request}, MONTH(@cell) = 2, {Ack SLA})<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"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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