dynamic Completion updates
If I have a project plan with tasks assigned to team members and I want them to be able to update their completion percentages periodically. For example I want to to notify them a few hours before our status meeting. I don't want them to be able to edit the tasks or dates or anything else. I just want them to view and update the completion % of their assigned tasks.
My initial thought is that I would like to be able to create a form that shows a list of only their assigned tasks with the start and end dates. and allows them to enter in their completed percentage. I would want to be able to automatically send a reminder form to the team before the status meeting or to send individual tasks on the fly to get that percentage updated.
Is there a way to accomplish this through setting up a form? Or a better way do what I need done? Any help would be greatly appreciated.
Comments
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Hi Steve,
I'd suggest setting something up with Alerts & Actions and Update Requests.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Steve,
How did it go? Did you manage to get something set up?
Happy Holidays & Happy New Year!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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