Can you create a Sheet Rollup of all open actions from each project owners sheets?

James Gunther

What about a sheet to roll up all open tasks of each project owners sheets so a managed worked flow to request updates would include all updates needed for all the project owners sheet actions? This way they are not getting a lot of separate emails for updates on each sheet.

Andrée Starå

Hi James,

To me it sounds like you could use a report for your need instead.

Would that work?

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

James Gunther

Yes, I have an open tasks/actions report but I was not able to request updates from a report. Is there a way?

Mike Wilday

Hi there, I do think that reports might actually be the way to go! From a report you can manually request updates by clicking on the left-most column and select send update request. Please see my attached screenshot.

2019-12-17_14-31-11 (1).gif

Andrée Starå

@James Gunther Yes, you can if you right-click or click the little menu arrow on the left side of the row(s).

It's also possible to automate it through a workflow and, for example, a checkbox.

Would that work/help?

James Gunther

Thanks Mike and Andree,

I can only seem to request an update on each task at a time. I was looking to request an update on all the task owners actions in one email. How can you automate a workflow on a report?

Andrée Starå

Happy to help!

To have it in one mail I would set up a report with current user. The user who opens the report would only see their assigned tasks.

Make sense? Would that work?

James Gunther

Agreed, but then how do I send each a update request?

Mike Wilday

You can email each participant the links to their report and request that they update the status on their projects.

Andrée Starå

There are several options.

You could send an alert with the link to the report.

You could send the report with a link to the report. 😉

You could send an update request with the link to the report.

You could send a reminder with a link to (you guessed it) a link to the report.

You could send it to all at the same time or select how you would want it to work.

Would any of those methods work?