Pulling Status from another Smartsheet
Hi, what is the best method to pull the status update from a different Smartsheet? Our technical team has a Smartsheet of tasks and I'd like those tasks and the status be reflected on the overall project plan. However, I only want them to be required to update one Smartsheet. Recommendations greatly appreciated!
Tammy Sutton, CSM, CSPO
Project Manager | MilkTracker
AngelEye Health
Best Answer
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I hope you're well and safe!
You could connect the sheets using cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure. When you update the source sheet, it will reflect on the destination sheet.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅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.
Answers
-
I hope you're well and safe!
You could connect the sheets using cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure. When you update the source sheet, it will reflect on the destination sheet.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅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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@Andrée Starå thank you, I'll definitely try that. We are just building this out and trying to automate it as much as possible.
Tammy Sutton, CSM, CSPO
Project Manager | MilkTracker
AngelEye Health
-
Excellent!
Happy to help!
✅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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