Is there a way to track due date changes besides looking at the activity log?

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Sara Ross
Sara Ross ✭✭✭✭✭

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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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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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