What is the best way to record Action Items for a project?
I have created separate Sheets for each of my projects, and need to record the detailed action items that relate to each of the project tasks. These are too detailed to show on the Project Plan, but need to be recorded, allocated to a responsible person and a due date.
What is the best way practice to do this?
Answers
-
Hi @Jane W
I hope you're well and safe!
- You could have a separate Action List sheet for each project
- You could also have a master Action List where you select which project it is
Would any of those options work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.4K Get Help
- 396 Global Discussions
- 213 Industry Talk
- 448 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 133 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 293 Events
- 35 Webinars
- 7.3K Forum Archives