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Setting up a recurring meeting notice

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cynthia ras
edited 12/09/19 in Archived 2016 Posts

Can anyone tell me if it's possible to set-up a recurring weekly meeting within smartsheet for about 15 participants and include weekly agenda items?  Thank you.

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  • Chuck Muirhead
    Chuck Muirhead ✭✭✭✭✭
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    We accomplish this by using the "Send Update Request" feature on one of our sheets.  Our Meetings are on Monday mornings and the update request automatically goes at each Friday with a reminder as well as to request agenda items.  Each staff member is expected to complete and submit the update request.  The staff member in charge of the weekly meeting compiles the responses in the weekly agenda.  After the meeting the minutes are placed on the same row. 

     

    So we basically use one row from one sheet to: send reminders, gather agenda items, and maintian meeting minutes

  • Hi Chuck..can you share how this looks?

  • Jacqui Cameron
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    Hi

    Has anyone seen how this looks in Smartsheet? Sounds like a good work-around but I would like to see how it looks?

    Jacqui

  • Jacqui Cameron
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    I have set this up as line item called meeting, seems to be working well will see if the update send on due date, but so far so good, thanks for useful suggestion !

This discussion has been closed.