At-Risk Flag
Good Day All,
I am wondering if there is a way to apply this format to my sheet. I want to be able to move a task to the executive dashboard automatically/ real time. For example, I want to be able to mark a task as at-risk and the task will move to the project dashboard automatically.
I am still completely new at smartsheet and I am not even sure if this is something that is possible. Any help would be appreciated.
Thanks
Comments
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Hi,
I'd recommend creating a report that would show the rows/tasks you've marked as at risk and then add that report to the Executive Dashboard. I would also change the refresh rate as needed in the Personal Settings of the Dashboard.
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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