Use a Master Smartsheet for high level tracking and individual smartsheets to flow into Master Sheet

Patrick H.

I am hoping to use a master smartsheet to track KPI's and individual tasks for program management. I would like this data to be duplicated to other smartsheets so individuals all have their own smartsheets and the updates from the individual sheets can be automatically update in the master smartsheet.

I am trying to use datamesh for this but not sure if that is the correct method.

Andrée Starå

https://community.smartsheet.com/discussion/133949/use-a-master-smartsheet-for-high-level-tracking-and-individual-smartsheets-to-flow-into-master-sheet

Hi,

I hope you're well and safe!

Have you explored using reports instead?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Patrick H.

Report is great for being able to filter by person, I agree. This will accomplish about 70% of what I am hoping to use it for.

An additional function I would like is for individual users to be able to add in additional tasks on their own sheet/report and then it is added to the high level plan.

In a perfect world, say you have have 5 clones of the mastersheet and when someone adds a task at either the master level or individual, it will update them all.