Is it possible to create a to do list from a sheet?
My sheet has start/end dates for my tasks and subtasks. Given this, I was wondering if there was a way to quickly generate a to-do list for today (or whatever day)? This would be really helpful to print out and cross things off each day.
I am brand new to smartsheet, have been using it for two days now, so I may not know where obvious buttons are.
Best Answer
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Hi Eric,
Yes, you could either use a filter in the sheet or a report.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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.
Answers
-
Hi Eric,
Yes, you could either use a filter in the sheet or a report.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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.
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Thank you Andrée -- for those new like me, you just do the following:
filter-->new filter (I named it to do list)
And then I defined the following fields:
start time less than or equal to today
and
end time greater than or equal to today
Then to apply the filter you can just click on it on the filter dropdown menu.
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Excellent!
Happy to help!
Great guide! Good job! 👏
SMARTSHEET EXPERT CONSULTANT & PARTNER
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.
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