Summarise Tasks into single cell

Daniel Murtagh

Hi there Smartsheet Community!

I have been a smartsheet user for a few years now but this is my first post with the community (so i'll try my very best to describe my issue)

I use two different sheets for planning in my company, which is currently manually updated. I am hoping to link these sheets together so that imformation can be consistent across the two.

The first is a sheet called 'Simple Planner' which is essentially a day-by day summary of key activity. There is only one cell per day, with a single day per row.

Example here: 

The second is called 'Project Milestone Tracking' which is a detailed list of project milestones across multiple days/dates etc. This document is most commonly viewed as a gantt chart.

Example here: 

I would like for tasks for a particular date contained within the Project Milestone Tracking sheet to be displayed in a cell corresponding to the same date on the Simple Planner sheet. Each task would be given a new line in the cell.

Example here: 

I essentially want to replicate the sheet Calendar View feature, where it displays tasks in a day view, but I would like to do this with the format of my particular sheet so that it is easy for my team to digest.

Is there a way to make this possible?

Thank you in advance.

Andrée Starå

Hi Daniel,

Can you upload the screenshots again because it seems it didn't work?

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Daniel Murtagh

Hi Andrée, 

Thanks for your reply! My apologies, I have now uploaded the screenshots properly.

Cheers,

Daniel

Andrée Starå

Happy to help!

No worries!

I have a few ideas!

Can you maybe share the sheet(s) or copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Andrée Starå

Did you get it working or do you still need help?

Have a fantastic week!

Best,

Andrée