Is there a way to track due date changes besides looking at the activity log?
We have a Professional Service Agreement that identifies clear dates/deliverables. Some of those have been adjusted by agreement. I'd like a timeline that indicates the date of adjustment & action taken, and then the new timeline/deliverable. Conversely, an "Original Date" of deliverables should be called out on timeline.
Suggestions on the best way to achieve this type of tracking with Smartsheet?
Answers
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Hi @Sara Ross
I hope you're well and safe!
One possible method could be to use the Baseline feature.
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)
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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