Weekly Report w/Write-Ups

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Hey All!

I have a silly question, I am looking to bring in a weekly report with written information into Smartsheet and am wondering if there is a way to build something like this below? I have built other reports in Smartsheet that focus on tasks, dates, etc but not something like below.

Or maybe there is a different way to do this in Smartsheet?

Thoughts?


Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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    Hi @Mike Hoefling 

    Hope you are fine, the only approach that come to my mind is to use the:

    Document Builder

    The Smartsheet document builder saves you time and removes the manual, error-prone steps needed to create customized documents with sheet data. Quickly map the fields in your sheet to a fillable PDF form — or to a DocuSign template when signatures are required. Then use the mapping at any time to rapidly generate documents for one or more rows without leaving the Smartsheet platform.

    PMP Certified

    bassam.khalil2009@gmail.com

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Mike Hoefling

    I hope you're well and safe!

    To add to Bassam's excellent advice/answer.

    Another option could be the integration with Google Docs.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

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