How to use a new row added by a form to showcase the status comparing to gantt timeline

jess547890

I have a sheet that utilizes a form input by an external client.

Each submission they make is essentially a project that follows a specific timeline from the submission date until the project concludes. There are several tasks associated with each submission that needs to be completed in a certain order.

I would like to have it to that we could track each submission to see how it is trending against an established timeline from the date of submission until the project is completed, so we can easily see if the project is going to be completed on time, or if there are any delays we need to address.

I would also like this view to be shared with the client so they can easily see where we are at in the process.

I do not want to have to create an entirely new project template with a dedicated gantt timeline for each submission, as we have submissions multiple times a week, and the "projects" are small.

Is there a way to have this set up so that we can see the progress against a timeline for each row in the intake form sheet? Or a report, or some other avenue that makes it easy to track each row against the timelines for each status of the project?

Thank you for any help.

Paul Newcome

Are you able to provide some screenshots for context?

jess547890

This is what my intake form looks like, so the person fills out the form and then it is submitted here, and each team member updates the status.

Here is an example of the gantt timeline, so each submission in the intake form needs to follow this timeframe based on the submission date, which would be the date highlighted in yellow.

Ideally, I would have a view that tracks each submission against this timeline, and the team would update where the submission is in the process of this timeline, and we could track to see if it is on track to be completed on time, as well as ensure the client submits a "preferred send date" that is in line with the gantt timeline as well and its reasonable for the team to complete.

https://community.smartsheet.com/discussion/comment/367243#Comment_367243

jess547890

@Paul Newcome

Paul Newcome

Are you using Control Center?

jess547890

@Paul Newcome No unfortunately

Lachlan Stead

WorkApps?

jess547890

https://community.smartsheet.com/discussion/comment/372557#Comment_372557

@Lachlan Stead we just have a standard business plan, no additional features.

Julio S.

Hi @jess547890 ,

Since Control Center isn't part of your package, you'll want to create a solution of your own. My best advise would be to save your project sheet as a template if this is going to be recycled for all new projects requests via the Form. There is also a template set in our Solution Center that could be a good base in terms of structure (See here for more detail).

With regards to comparing intended start and finish date versus actual ones, you could possibly implement the use of Baselines in your template which will also show in your Gantt Chart.

I hope that these resources can set you for success with your solution.

Cheers!

Julio