Status Report
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
Best Answer
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@Ryan Sides Thanks for asking. No, I don't have anything like that as a pre-built solution.
Darren Mullen, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
Answers
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@Darren Mullen do you have anything like this in your template sets?
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Hi @Niki B
I hope you're well and safe!
Have you explored using the Meeting Management Template Set (or the other similar templates)?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Ryan Sides Thanks for asking. No, I don't have anything like that as a pre-built solution.
Darren Mullen, join the Smartsheet Guru Elite
Get my 7 Smartsheet tips here
Author of: Smartsheet Architecture Solutions
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Thank you for responses! I will check out the meeting management template set.
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Excellent!
Happy to help!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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