Using daily report template

Using daily report template

We're new user trying to understand how we can use daily schedule template to repeat itself on-going basis. When I go to settings it is grayed out so there goes that option. Spreadsheets are not something I've used too much and support is slow getting back to me

Screenshot (3).png

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Craig,

    Welcome to the Community and the wonderful world of Smartsheet!

    There are a few different ways to structure a solution.

    Is it the same tasks that need to be completed each day? Does it need to be stored for each day?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andree,

    I'm trying to accomplish something similar (or maybe exactly) like Craig. What I want is to create a daily report for each one of my projects that can be shared with my foreman. They would fill the form/sheet/report out each day. I would need each day's report to remain and I would archive the project's reports when the job is finished.


    Any ideas?

    Thanks

    Jim Thiesse

    Aero Automatic Sprinkler Company

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 01/14/20

    Hi Jim,

    @Jim Thiesse

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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