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Monthly Management of Projects

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VClarke
VClarke
edited 12/09/19 in Archived 2017 Posts

Hello All,

I am now responsible for reporting on the progress of multiple projects in our organisation and what is going on.

I have created Sights for each that roll up into an overall position to save time and effort. However, I would like to create a task list for myself to make sure that i have covered all bases on updates to the Board of Directors each month.

Are there any suggestions on the best way to do this? Is a task list the best option, but how do you make it recurring?

 

Many Thanks

Victoria

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  • Pam Alakai
    Pam Alakai Employee
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    Hello Victoria, 

    There are two features you can use to keep track of all your project in one sheet:

    • You can create a report. With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify. For example, if you wanted to see all tasks that are labeled as high priority, and that are not complete, and if you wanted to see those tasks from multiple sheets, you could create a report. You can learn how to create a report here: https://help.smartsheet.com/articles/522214-creating-reports

     

    • You can also create a tasks list with cell links. Cell linking is useful when you want to consolidate information from multiple sheets. Use cell linking to create a master or roll-up sheet, to keep track of cross-project date dependencies, or simply to ensure that values stay current across a collection of sheets without a lot of re-typing. You can learn how to set up your cell links here: https://help.smartsheet.com/articles/861579-cell-linking

    Kind Regards, 

    Pamela 

    Smartsheet Support 

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