Project Management and Stakeholder Logs

jennmurraysrwa
edited 12/09/19 in Smartsheet Basics

We're using smartsheet to track a land acquisition project for a utility.  Each row will contain a contact, parcel features, a dates of progress.  We need a way to manage daily communication and updates.  We have considered using comments and a remarks column.  Is there a better solution?

 Thanks!

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jenn,

    It depends. Here are a few different methods.

    • Using comments and @mention to discuss
    • Using update request and specific columns or comments
    • Another sheet where a daily log is collected thru a form or update request

    Would any of those methods help/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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Is there a sub datasheet similar to access an option?   I'm thinking we have contacts in rows, each new contact day would have a new row.  Is there a way to automate that?

     

    Thanks!

     

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    To create new rows, I would recommend either having a Daily Update Request or Reminder with a link to a form that would add a new row for each submission.

    Would that work/help?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    To add.

    This would be collected in the same sheet or other sheets. If it's the same sheet, you could then move the rows to the correct section if that helps.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.