What is the first step to view assigned tasks in Smartsheet?

To view assigned tasks in Smartsheet, creating a new filter through the Menu is a notable approach. The filtering functionality allows users to customize the view of the tasks displayed, enabling them to focus on the specific tasks assigned to them or others based on designated criteria.

This first step is particularly effective because it simplifies the data management process, allowing for quick identification of relevant tasks without needing to sift through all project data. By utilizing filters, users can also save and revisit specific views tailored to their needs or preferences, enhancing collaboration and tracking efficiency.

While accessing the project sheet directly could also show tasks, it does not provide the tailored view that filters offer. Utilizing a task report or selecting tasks from a dashboard might further help view assigned tasks, but these options typically come after a filter is applied to refine the view. Thus, initiating with a filter streamlines the process and is foundational in organizing task visibility effectively.