How do I link to my own data (project sheets) in a template?
I've found a few useful templates in Smartsheet, but can't figure out how to import my own project sheets.
Answers
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Hi @clementine
I hope you're well and safe!
Do you have other Project sheets already in Smartsheet or somewhere else?
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or 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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Hi Andre,
I'm well thanks! I'm trying to figure out how to view all my tasks across multiple project sheets - basically, how do I see everything that's assigned to me in one place? Ideally, I'd like to organize it by project. I found the Individual Task List template, but can't figure out how to edit it to do the above. Thanks for your help :)
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Happy to help!
It depends, but the best option would be to add everything to one or multiple workspaces and then use a report to collect everything in one view.
Make sense?
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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