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

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Comments

Andrée Starå

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

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