Best practices for assigning multiple people to a task

Of multiple contactsAlthough there is permission

Sometimes you want to assign multiple people to a task.

Smartsheet allows you to assign multiple individuals to a task in one row,Divide work into assignable work packagesI think it's better.

Below is a project of the Hokkaido branch office opening schedule, and the task of the sales target is "Allow multiple contacts per cellThis is an example of assigning to two people using the option.

Card view becomes unusable

If "Allow multiple contacts per cell" is unchecked in the contact list, you can use the card view because the contact = person in charge is uniquely determined, but check it to open multiple contacts. If you allow it, you will not be able to use the card view.

If you check "Allow multiple contacts per cell" and specify multiple contacts, you will not be able to use the card view.

The degree of involvement of multiple persons is no longer considered

For example, in the case of the above multiple allocation, Mr. Kobayashi is almost 100% in this work, while Mr. Matsumoto is treated in the same line even if there are various other work and only 50% of the time is avoided.

Also, if Mr. Kobayashi is the main and Mr. Matsumoto is the assistant, the tasks of the line will be assigned in the same way regardless of how they are involved.

Also, in Japanese companies, it is somewhat uneasy to have one person in charge, so sometimes I take charge of multiple people without thinking about it and obscure the relationship of responsibility.

Divide work into assignable work packages

In such a case, Divide work into work packages to which work can be assignedIs a good way to do it.

For example, suppose that the sales of the Hokkaido branch office mainly provide services and the sales of products are subordinate.In this case, you can avoid the above problem by creating a child task of the service provision sales goal and the product sales sales goal with the task of the sales goal as the parent task.

An example of dividing a sales goal into multiple tasks.In addition, the preceding task of the sales target that became the parent bank is emptied and specified by the child.

The card view can also be displayed and operated based on contact = assignment as shown below.

Summary

Regarding contacts, when the "Allow multiple contacts per cell" function was added, I thought that a convenient function was created, but I think that this function should be used carefully in project management. ..Rather, I think it's better to scrutinize the content of the task and divide the work into assignable work packages.

In addition, the previousMain charge, assistanceIn such cases, instead of "Allow multiple contacts per cell",Divided into "main charge" and "auxiliary" for each columnBy doing so, the responsibility relationship becomes clear and the card view can be used without problems.

A line of assistance has been added, and Matsumoto has been designated as an assistant.

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