Staff Widget Production Tracking

User32

I'm trying to set up a Smartsheet to track the weekly work completed for each staff member and for the overall team. We do invoice processing, which has about 20 different invoice types. We currently have a Smartsheet set up that tracks invoice types in rows. The columns track workload, which includes invoices processed, new invoices to be processed, and invoice pending(carry over from previous weeks). To be able to see the history of each week, we have invoice types nested under each week of the year. 

What is the best way to set this up, without each staff member being able to see what the rest of the team is doing? I looked at having individual sheets for each staff member and then linking it to an overall sheet, but that would be quite a few sheets (1 per staff + overall). I looked at a single sheet with row sharing, but each week would require a new row request (automated updates would not work, because we would need a new set of rows for each week). 

Any recommendations on how to set this up, with the most amount of automation would be greatly appreciated.

Shaine Greenwood

Hello,

If you need to prevent each staff member from seeing the other's activities, you'll want to set this up such that each staff member has their own sheets.

You can either create a report that looks across the multiple sheets (this will automatically pull values in for you based on the report criteria), OR use cell linking—not as automated but cell links can pull in the info and you can create a hierarchy in the "master sheet."

More info on reports can be found in the help center: https://help.smartsheet.com/articles/522214-creating-reports