Meeting agendas

Yovanka Barnard

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?

Shaine Greenwood

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