How do I edit this Template Widget?
Hi everyone, I'm using a workspace template. I've built out the project plan, and there is a widget on the dashboard that I can't figure out how to update/edit. See pic below. I know it pulls data from the project plan. I have 6-8 resources that I'd like to see listed in the widget, but right now it only recognizes one person on the team with assigned tasks (Olena). Please help. Thanks in advance. Ideally, I'd like to see a different resource for each title listed (I was able to edit the titles), and add a few others.
Answers
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Hi @Mmurr
I hope you're well and safe!
Which template are you using?
Also, have you checked the Sheet Summary Section in the Project sheet?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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Hey Andree,
I'm using the Project Tracking and Rollup Template
I'm looking at the sheet summary in my project plan and I'm not seeing anything that would pull into that widget. Maybe I'm looking in the wrong place.
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It seems like it's linked to the Assigned To column, and in my version, it references the three first tasks. (see below)
Make sense?
Did that help/work?
✅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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That is an interesting place to default-link the project leadership team to your first 3 activities? I like your idea, Andree, of creating those fields in his sheet summary and linking them from there. That is actually how I have my setup. Let me attach a screen shot. I have to go a step further so that the sheet summary is actually
populated with an index match formula from the project intake sheet.
