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Meeting agendas
Hi All,
I am wondering if some of you have ideas regarding setting up agendas for meetings.
We have various sheets for example: Sales, Finance, Tasks, Schedules, etc.
I want to design agendas for each weekly meeting.
How can I get only specific items pulled through from all the sheets for what is relevant for a certain meeting? Without adding additional data and data capturing.
A finance task may be a topic for 3/5 meetings. How do I avoid it from appearing on the other two meeting agendas?
Some ideas on how you guys run your meetings?
Comments
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Hello,
You might consider creating a report that only pulls in the data you need, and only displays the columns relevant for your meeting. Details on creating reports can be found here: https://help.smartsheet.com/articles/522214-creating-reports
If you're looking for a high level and more visually acute way of surfacing information, you might consider Smartsheet Sights (this is a feature availble to Business and Enterprise plans): https://help.smartsheet.com/articles/518547-creating-editing-a-smartsheet-sight
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See this thread:
https://community.smartsheet.com/discussion/automatic-weekly-reminders
Don't be fooled by the thread subject. It is about meetings.
Craig
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