Weekly checks and scheduled tasks

Philipp Salomon
edited 12/09/19 in Smartsheet Basics

Hi There,

my support team has to check 600 - 800 technical setups on a weekly basis. They have to approach all systems physically and do certain routines.

We want to use Smartsheet and its forms to easily document that process and generate reporting.

We would populate a list with all relevant information and generate respective forms. That has already been done and wrks fine.

Now we would like to automate the following process:

After the full week of checking, Smartsheet has to store the data somewhere and generate a report / dashboard. After that, the sheet has to be cleared again to be blank for the routines of next week. Maybe some information - like problems that occurred - have to stay in the document.

Is there a way to do stuff like that with Smartsheet?




  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 08/27/19

    Hi Phil,

    There are a few different ways to structure this. Here are a few examples.

    1. Template for each week
    2. Sheet for each week and use save as new to create a new one
    3. One sheet per month instead to make it simpler to handle
    4. One running sheet per week/month and then moving rows to archive sheets

    All options could be combined with a Dashboard and Master Metric Sheet, depending on what you need.

    It could also be a combination of Sheet and Dashboard and save as new for each week/month.

    As you can see, there are many different options, and there are more.

    Which method do you prefer of the above? How automated would you like it to be?

    If you'd like I'd be happy to have a chat about what would work best for your business.

    Please e-mail me at andree@workbold.com and well take it from there.

    Hope that helps!

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD


    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.