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Assign To - multiple people

Hi, I'm a new Smartsheet user and am also the Sys Admin and support person here in my institution.

After some initial teaching, someone asked about assigning a task to multiple people. I thought maybe that would be Assign To a group.

然而,事情告诉me that Smartsheet does not allow assign to multiple people based on sheer logic.

Should I be looking for an assign to multiple persons workaround? Multiple Assign To columns? Or again, is this simply not a logical or sound way of approaching this?

Thank you.

Whitney Hengesbach

Comments

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    You are correct in your assessment that Smartsheets does not allow you to assign to multiple individuals. We have circumvented this using exactly the same methods as you have suggested, creating an additional assignee column. Good luck and don't hesitate to let the community know if you have any questions.

  • Andrea B
    Andrea B ✭✭✭

    Hi Whitney

    I get around this by creating a parent task and then one sub task for each of the individuals each set up as Start to Start tasks so they all have the same duration.

    Hope this helps

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    That is a great solution as well. How do you manage comments and updates on a single task, when its separated between individuals?

  • Andrea B
    Andrea B ✭✭✭

    The individuals can add comments at the parent task level or at their own level; the updates should be performed by the person the task is assigned to on their individual task.

    So first decide on the length of the overall task - this will be the maximum you can assign to any of the individuals. e.g. parent task is 4 days, you can then assign a child task to each individual no longer than 4 days, but any value upto 4 days. All the child tasks will have start and end dates within or equal to the parent task. As each person updates their task with % completion, this automatically calculates the overall % completion. This allows you to assign different length tasks to the individuals within the overall time band - see the attached file.

    Example.JPG

  • Hi - I really hoped this could be the new way of planning..

    I cannot understand why this feature is not available. We use MS Project very much for both smaller and larger projects. A project plan can have over 500 lines - each line with multiple resources, e.g. 10 people on some of them.

    So the work-around with multiple lines makes would make the plan even larger.

    请考虑实现,例如和分离with commas, just like MS Project.

    Until then, I will search for alternatives.

  • Sounds like this was just announced in the 2018 Engage Keynote!

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    I can confirm that it was!:)And is available.

    1. Right click on your contact column and choose Edit Properties.
    2. Select the checkbox for allowing multiple contacts.
    3. Save and then you can select more than one contact in your contact field.
  • It worked. Thanks Mike for the confirmation.

This discussion has been closed.
@v.winters<\/a> <\/p>

If the two percent columns are formatted as percent columns (see screenshot), then the % Not Complete column would have this formula: <\/p>

=1 - [%Complete]<\/em>@row<\/p>

\n
\n \n \"Menu.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps!<\/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"}]},{"discussionID":107019,"type":"question","name":"Data Mesh Run Immediately","excerpt":"I saw a post from 2019 stating that the Run Immediately wasn't working and someone responded that there were issues. Was this resolved? I see the original question is from 2019 but when I tried using \"Immediately\" today it doesn't seem to run either. I was hoping to use \"Immediately\" as a run time since the person who owns…","snippet":"I saw a post from 2019 stating that the Run Immediately wasn't working and someone responded that there were issues. Was this resolved? I see the original question is from 2019…","categoryID":343,"dateInserted":"2023-06-28T14:24:46+00:00","dateUpdated":"2023-06-28T14:53:46+00:00","dateLastComment":"2023-06-28T17:13:57+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T17:01:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":91566,"lastUserID":124290,"lastUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-06-28T17:17:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":17,"score":null,"hot":3375936523,"url":"https:\/\/community.smartsheet.com\/discussion\/107019\/data-mesh-run-immediately","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107019\/data-mesh-run-immediately","format":"Rich","lastPost":{"discussionID":107019,"commentID":382913,"name":"Re: Data Mesh Run Immediately","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382913#Comment_382913","dateInserted":"2023-06-28T17:13:57+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-06-28T17:17:33+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":"2023-06-28T17:04:09+00:00","dateAnswered":"2023-06-28T16:59:56+00:00","acceptedAnswers":[{"commentID":382898,"body":"

@Pamela Wagner<\/a> - Hello<\/p>

The column mapping you setup in the DataMesh configuration is used to determine what information needs to link or copy and where it needs to go. The Execution Frequency<\/strong> is what tells the system when to run the DataMesh workflow.<\/p>

Execution Frequency: Scheduled execution frequency to update DataMesh values.<\/p>

The Update Immediately<\/em> execution frequency isn't supported when using a report as your source. If using a report this could be why you are not seeing updates immediately.<\/p>

As far as what triggers a workflow to run when \"Update Immediately\" is selected, DataMesh looks for matching cell values and these could come from manual entries, formulas, or cell links. When there is a successful mesh you can see the CONFIG LOGS by clicking the paper icon.<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

After clicking the paper icon a CONFIG LOGS window will pop up showing a history of all the successful and errors.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If it is unsuccessful the paper icon will be red or in the CONFIG LOGS it will show the error.<\/p>


<\/p>

If further investigation is needed I recommend to click here<\/a> to open a Smartsheet support ticket. If you do make sure you include any screenshots without personal or confidential information displayed.<\/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":107009,"type":"question","name":"I need help with a if formula to get the $ amount total if another column = a specific item.","excerpt":"I want to make a formula in the Column \"A Total\" in the highlighted Cell, that will give me the Sum of $ from Grand Total Column if the A is in the Project column.","snippet":"I want to make a formula in the Column \"A Total\" in the highlighted Cell, that will give me the Sum of $ from Grand Total Column if the A is in the Project column.","categoryID":322,"dateInserted":"2023-06-28T12:55:48+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T16:37:28+00:00","insertUserID":162272,"insertUser":{"userID":162272,"name":"Elayne Smith","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Elayne%20Smith","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!z_neMx7Hvj4!mVDfnuqtMWQ!RH9Ly5uQ-po","dateLastActive":"2023-06-28T13:41:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"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":"2023-06-28T17:08:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3375929596,"url":"https:\/\/community.smartsheet.com\/discussion\/107009\/i-need-help-with-a-if-formula-to-get-the-amount-total-if-another-column-a-specific-item","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107009\/i-need-help-with-a-if-formula-to-get-the-amount-total-if-another-column-a-specific-item","format":"Rich","lastPost":{"discussionID":107009,"commentID":382888,"name":"Re: I need help with a if formula to get the $ amount total if another column = a specific item.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382888#Comment_382888","dateInserted":"2023-06-28T16:37:28+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":"2023-06-28T17:08:51+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\/N80WFJ95P6OH\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T13:45:50+00:00","dateAnswered":"2023-06-28T13:05:16+00:00","acceptedAnswers":[{"commentID":382818,"body":"

Hi @Elayne Smith<\/a>,<\/p>

The formula for this would be:<\/p>

=SUMIF(Project:Project, \"A\", [Grand Total]:[Grand Total])<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps - any issues etc. then just post! 😊<\/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":[]}],"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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