Operations Intake, portfolio & capacity management

PaigeKucz

I’m a fairly experienced SS user looking for advice or automation tips that have really transformed your workflow. We currently have an intake form submitted by our field team, which populates our master tracker. After submission, managers review these entries and assign them to team members.

What are the best practices or automation solutions for:

• Copying or moving the assigned row to each user’s individual sheet/board
• Ensuring that any updates made by users on their sheets are automatically reflected back on the master tracker
• Rolling up the master tracker data into dashboard views for leadership

Any insights, build recommendations, or real-life examples would be greatly appreciated!

Paul Newcome

My first recommendation is to keep everything on a master sheet as opposed to individual sheets for each person. You can create reports and/or Dynamic Views filtered by "Current User".

If you do not have access to Dynamic View and cannot share users to the master sheet (which is why there are separate sheets per user), forget about a master sheet. Use a move row instead of copying and then use a report that brings in each of the individual sheets.