Productivity Tracker

nevin zimmermann

Is there a template that allows you to track multiple work streams to keep track of productivity projects. Need to understand the impact of one time savings vs run rate and impact on yearly budgeting

Alejandra

Hi @nevin zimmermann,

You might be able to find a pre-built template in the Solution Center. If needed, more information on this can be found in our help article: https://help.smartsheet.com/articles/522123-creating-using-templates#templategallery

nevin zimmermann

Thank you. I had already searched that, hence posting the question

Pamela Wagner

I agree with Nevin that this would be a good thing for Smartsheet to look into considering that so many companies want to manage their productivity with people WFH. What I need is a form that will allow my team to add multiple fields to the sheet as they do different types of work. For example, If I worked all day on 1 project, I can click Project and 100% but what if I worked on 3 things tomorrow and 5 things on Friday? How do you get a sheet to add columns from a form. Thinking it can't be done.

Andrée Starå

@nevin zimmermann

@Pamela Wagner

Hi Nevin & Pamela,

Do you have something you can share? Some examples or similar?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Pamela Wagner

@Andrée Starå , not yet, that is why we are reaching out to this community to see if someone has developed something.  I have something rudimentary but need to see if it's scalable to other departments in my organization.

Andrée Starå

@Pamela Wagner I was thinking if you have something to share that you've seen in another system/excel sheet or similar.

Pamela Wagner

@Andrée Starå ahh...oops! Yes, I saw this one and liked the functionality: https://www.jotform.com/form-templates/employee-end-of-day-report

What I liked about it is that the user can add as many lines for what they've been working on. Pretty sure that won't work for Smartsheet as the columns need to be set. What I don't like about it tho is that it does not allow for you to put in the amount of time spent on the task. I think I can work around the column issue as most people/depts work on similar things/buckets each day. My thought was to create those buckets as columns then the user puts in the amount of time they spent on it in the day. I like that the sample also has space for attaching docs and narrative (for an IT dept this is impo since not all tickets are the same and it can take all day to work one while other tickets can be done in minutes). All of this needs to role up to reports and then a dashboard where leadership can view the dept metrics on a daily or weekly basis as well as individuals daily/weekly.

Andrée Starå

@nevin zimmermann & @Pamela Wagner

I've developed a two form solution, but it was before we had the new form logic available. With the form logic, we can have two options in the same form. If they select option 1 (default), then it's the primary row, and then if they choose option two, that is for each new submission (row).

Another option would be to do it like my two form solution.

The main form loads, and then after that is submitted form 2 loads and continue to reload, so it's easy to add multiple rows.

Both options would be combined with conditional formatting to see where each submission starts.

Make sense?

If not, 😉 I'd be happy to share an example. 

Please send me an email at andree@workbold.com, and I'll share it with you.

Pamela Wagner

@Andrée Starå did you receive my email regarding the forms you mention above? Wasn't sure if it was caught in a spam filter.

FERNAND JOSEPH VILLAFUERTE

Hello @Andrée Starå, I'm actually in the process of also creating a productivity sheet but I'm having some kind of troubles since I'd like to work on a two dimension row/column sheet setup (which is impossible as of the moment). Would you be so kind to also share the sheet to me? Thank you so much.

Andrée Starå

@FERNAND JOSEPH VILLAFUERTE

I'd be happy to!

Please send me an email at andree@workbold.com, and I'll share it with you.

FERNAND JOSEPH VILLAFUERTE

Wow! Thank you very much @Andrée Starå! I have sent an email to you. Please check when you are able. :) - Fern