Smartsheet demo to create personalised views to only show my actions or project tasks

Prodactive
Prodactive
2.5 هزار بار بازدید - 3 سال پیش - The purpose of this video
The purpose of this video is to show one of my favourite features in Smarthsheets, which is to automatically show a filtered view of only the items relating to the current user.  This is incredibly useful where people work across multiple projects or teams and can have multiple plans or action logs to review.  By creating a ‘my tasks’ or ‘my actions’ view you can provide your users with a personalised view.

Not only that, they can update the tasks and actions from within that view without having to go the individual sheet if that is appropriate.  Combined, these are massive time-savers and really help end users get to the information they need to see fast.

Any questions, or for help with your PMO Smartsheet solution, including using any of Prodactive's extensive range of solutions, please get in touch.  We're an award-winning Smartsheet partner based in the UK, and helping clients all over the world, from North America to Australia, achieve great things with Smartsheet.

https://www.prodactive.co.uk
3 سال پیش در تاریخ 1400/11/29 منتشر شده است.
2,511 بـار بازدید شده
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