opksun.blogg.se

Assigning task
Assigning task










assigning task

For example, assign a department head to a task that needs their approval with a VLOOKUP formula.

assigning task

  • As long as a Contact List field isn't being used for resource management, you can build a formula which automatically assigns people to tasks based on conditions.
  • For example, a Quality Assurance engineer may approve or deny an Approval Request for developer review when they’ve confirmed that they can reproduce a bug submitted by a Quality Assurance tester listed in another column.
  • Insert multiple Contact List columns when people have different roles related to each task.
  • See Viewing Your Assigned Tasks to learn how to do this.
  • You can create filters or build reports to see all of the tasks assigned to specific team members.
  • assigning task

    That's it! The Contact List column is inserted into your sheet. You can enter contacts (name and email address), names, or email addresses as your preferred values for the column. To make certain people easier to add to contact cells in the sheet, you can type a list of preferred contacts under Values-the people that you specify here will appear when you click the dropdown arrow in a cell. NOTE: In the mobile application, you'll be able to add one or more contacts to a Contact List column depending on which option was set on the desktop application however, you can't set this option from the mobile app. If you have tasks that need to be assigned to multiple people, check the Allow multiple contacts per cell box.

  • Type the name of the column in the Name box (for example, type "Assigned To").
  • Click the dropdown arrow below a column's header and select Insert 1 Column Right or Insert 1 Column Left, depending on where you want to place the additional contact list column.
  • If it doesn't Contact List column, you can insert one using the following steps: To assign people to tasks on your sheet, the sheet must contain a Contact List column. Set up a contact list column for assignment You can also use this column to generate reports of tasks assigned to specific team members. When team members are assigned to tasks, you can track them as resources in Resource Views and send them Notifications and Reminders with Alerts and Actions. In Smartsheet, you can use the Contact List column type to assign tasks to team members.












    Assigning task