Project Rollup

05/29/20
Accepted

We're a small communications/creative agency using Smartsheet for project management for all our client work. Each client has a sheet created for projects, deadlines, team assignments. I have a dashboard created as a landing page with links to all those individual client project sheets. I included a report on the bottom of the dashboard that I want to pull from all the project sheets and show the team what tasks are approaching deadline for all our clients. The way this is displaying (see below) is hard to understand and doesn't look the way I want it to. Any suggestions for how to create a rollup like this? Similarly, I would love to create a sheet that when our team users open Smartsheet for the first time each day, it would curate all their "projects and tasks approaching deadline" individually so they know what they should be working on each day. Hoping this makes sense and one of you super users out there can assist! Thanks in advance. This community has always been so helpful!

Susanne


Best Answer

Answers

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    How would you want it to be displayed?

  • susannebankheadsusannebankhead ✭✭✭✭✭

    This includes more details that I need, but I like the at a glance concept, with the clients on the left hand side, campaigns and the dates. Essentially the 1st three columns is basically what I'd like to pull from the project sheets.

    Thank you!

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