Status Report

Niki B

My team is using the template set for Project Management. We would like a way to create weekly status reports that can be saved in the project plan. The status report would contain additional information that is not included in the project plan such as weekly accomplishments, upcoming tasks, risks, and metrics.

I know that we can save documents to a row in a project plan. We are looking for more of a sub-folder within each project folder that has all of the status reports.

Is there a form in Smartsheet that is customizable for this information?

Thank you in advance for any guidance.

Niki

Darren Mullen

@Ryan Sides Thanks for asking. No, I don't have anything like that as a pre-built solution.

Ryan Sides

@Darren Mullen do you have anything like this in your template sets?

Andrée Starå

Hi @Niki B

I hope you're well and safe!

Have you explored using the Meeting Management Template Set (or the other similar templates)?

https://www.smartsheet.com/marketplace/us/template-sets/meeting-management

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Darren Mullen

@Ryan Sides Thanks for asking. No, I don't have anything like that as a pre-built solution.

Niki B

Thank you for responses! I will check out the meeting management template set.

Andrée Starå

@Niki B

Excellent!

Happy to help!

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