Streamlining the workflow
Hi Smartsheet Team,
I hope this message finds you well. I've been working on a project in Smartsheet and could use your expertise in streamlining the workflow.
Here's a brief overview of the project: I've created a form to collect information from 60 individuals who will be reporting the number of hours they spend on various activities over a 6-month period. Each individual is required to complete a total of 20 hours across these activities.
My goal is to create a convenient and efficient way to build individual dashboards for each person. I'd like to seek your advice on the following approach:
- Resource Sheet: Should I begin by creating a Resource Sheet with the 60 individuals, based on the information I collected from the Form? This sheet would serve as a basis for tracking their hours on various activities.
- Individual Reports: Once the Resource Sheet is in place, I would then use this data to generate individual reports for each person. That means I will create a report based on this Resource Sheet - Group by Last name and then again copy and paste 59 of the same report. These reports would calculate the total hours spent on different activities for each individual.
- Dashboards: Finally, I plan to use these individual reports as a foundation for creating personalized dashboards for each individual, displaying their progress toward the 20-hour requirement.
- When I try to display the progress of each individual in the dashboard, what widget would be better to show the proportion? Pie chart? Completed vs In-completed Hours?
Do you believe this approach is the most efficient and effective way to achieve my goal, or do you have alternative suggestions that might simplify the process further? Your guidance would be greatly appreciated, as I want to ensure that I'm using Smartsheet to its fullest potential.
Thank you in advance for your help, and I look forward to hearing your insights.