CRITICAL NEED: Need to see ALL assignments across an entire solution (records, checklists, etc.)
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Jeff Eusebio
As a Program Manager, I need to be able to monitor for any late assignments across an entire solution. We have the EOS template set up and we've done all the work to customize it and move our work in here (loving it by the way), but now that we're in process, the natural question of "where are we" and "what's overdue" I'm actually finding impossible to answer.
Since assignments happen within Checklists as well as records, I literally have to open every record that has a checklist populated to see if anything is overdue. My Work doesn't help because I can only see my own tasks in there.
The data is all there in SmartSuite, you just need to make it visible. All assignments for all people with due dates in a sortable, filterable grid view.
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YES Integrations
Yep. Related: https://smartsuite.canny.io/feature-requests/p/assignee-field-drill-in
Jon Darbyshire
Great to hear your perspective, Jeff Eusebio! I have a few more questions for you:
- Can you provide more details on how you envision the 'sortable, filterable grid view' to function?
- Are there specific data points you would like to see in this grid view?
- Would you find it useful to have a notification system for overdue tasks, in addition to the grid view?
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Jeff Eusebio
Hi Jon Darbyshire,
- I'd suggest modeling the Asana user experience.
- Title, assignee, due date, subtasks, ability to group & sort & filter, side panel to see the contents of the record/tasks without switching contexts, ability to update, mark complete, & add new tasks & subtasks (& sub-subtasks).
- Yes please! For both things assigned to me and things assigned to everyone or any one other person.