Conversations in Dashboard
Hi All,
I am looking to link an existing row conversation to a dashboard. My team uses rows on a sheet to log every project, and conversations to keep a kind of thread going for that specific project's progress. Each row has its own dashboard to display metrics etc. We want the conversation to show up on the dashboard so we can see whats going on at a high level. How can I accomplish this?
Answers
-
"Conversations in Dashboard" is an excellent idea.😀
One way to accomplish the idea is to use Smartsheet's latest comment column feature.
- When someone adds a comment, the comment goes to the latest comment column.
- Workflow automation copy the row with the newest conversation to another sheet.
- With a report, you can filter only a task's conversations. (task 1 in the example DB)
- A report widget shows in the dashboard the latest conversations report on a specific task.
Please look at a demo dashboard with the link below.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.4K Get Help
- 364 Global Discussions
- 200 Industry Talk
- 429 Announcements
- 4.4K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 128 Community Job Board
- 446 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 284 Events
- 35 Webinars
- 7.3K Forum Archives