Monthly tracking for multiple people and tasks

Brooke Barrie

Hi there,

I am looking for the best way to track multiple different tasks that need to be completed for each person each month. I need to be able to record (or somehow track) the date in which the task was completed, but I also don't want the page to get too busy as time goes on (but do need to see all tasks for each person for the entire year). I'd really appreciate any ideas on how best to capture all of this information and be able to easy sign off that it was done. Thanks!

Andrée Starå

https://community.smartsheet.com/discussion/138915/monthly-tracking-for-multiple-people-and-tasks

Hi,

I hope you're well and safe!

I'd recommend either having the tasks in a separate sheet and copying them over to the main sheet automatically each cycle, or adding multiple groups of the same to the main sheet and then creating a report to show the current cycle's tasks.

Make sense?

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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