Report with Upcoming Key Tasks

Hello we are trying to re-create a Powerpoint presentation that will not allow us to upload using the Widget Tool in Dashboard view.

We have created a report from the Project Plan that shows upcoming key tasks in the next 14 days. However, we need to provide additional context to that task versus what is in the project plan. Is there a way to add another column in the Report and add notes without updating the notes in the Project Plan?

For example, Project Plan says "Job Aide" but the comment under Task should be expanded to "Develop Job Aid for Sales Reps"


  • Ramzi
    Ramzi ✭✭✭✭

    You cannot add a column in the report, but you can add another column in the sheet and then use it in the report. But you will need to provide edit access to the sheet if you want the users to update the column value.

    I hope this helps.

    Smartsheet Solutions Architect