If you have a bunch of Tasks in your Inbox that aren't actionable today, we suggest doing a bulk cleanup either by marking them Done or by Snoozing them to a future date when you'd like to see them again.
We don't recommend leaving a significant number of Tasks in your Inbox for long periods of time.
You can create a Task for yourself or someone else on your team by going into any lead and clicking "add" to the right of the "Tasks" section located below the Lead name.
You set a description, date, time, and select the person you would like to assign the Task to.
In Close, you can set Tasks for yourself or other team members within any lead.
Tasks are best used when noting a unique action that is not in your normal workflow or for reaching out to another team member for help (share an update, provide support).
Send update requests to get updated by any collaborator on key rows, regardless of whether they have a Smartsheet account or are shared to the sheet.
Choose which columns you would like collaborators to see in your requests, and send them at specific times or on a recurring basis.
These cells can only be edited in the sheet directly by signing in to Smartsheet.
When some tasks are assigned to you, your boss would often ask for your estimated time for assigned task.
But you can see all your Tasks, if you'd like: You can click directly into the lead from the Inbox, or manage the Tasks in bulk from your Inbox.
When using Inbox as designed, all Tasks that are important for you today will show up in your Inbox already.
Colleagues, contractors, consultants, clients, and others can all easily respond on any device by using a simple form to add or change information.