Expand Project Row
Hello,
I would like to know if you are able to expand a row into a dashboard view. For example, if one row shows a project I am working on, and I have included several notes.. is there a way I can blow it up into a quick view of all items of included in the row (notes, dates, etc.). I would like to show/send the project owners all things involved in their project without having to scroll around or pull up the notes only.
Comments
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Hi there, if you're sending it to the project managers, you can send the actual row and select the columns/details you'd like to include.
You can also create a Dashboard that pulls the data or reports.
The other thing I can think of is trying a different view, such as Card View, to see if that accomplished what you need. Good luck!
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Hi,
Where are the notes? Are they in the comment section or separate cells?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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This worked perfectly! I loved both ideas. Thank you so much!
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Comment section.
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Glad I could help!
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I would recommend trying Jennifer's excellent advice first. Let me know how that works out because I might have another idea, but it involves using a third-party service called Zapier.
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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