Checklists

08/31/21

If you run your schedule out of Smartsheet, how do you hand attaching checklists to certain tasks? For instance, we might want to add a Q/A checklist to a flooring installation task to check for items like finish, correct item installed, clean/well-done, etc. I would rather not add additional rows to the sheet to accomplish this due to the length of our schedule sheets.

Holly Conrad Smith

Director of Technology & Innovation 💡 at Streamline

CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony

Comments

  • Hi there,

    Great question! I'd recommend creating a separate Sheet for your Q/A checklist. There are lots of ways you can then reference back to the checklist from your schedule. You could put a link to your checklist in the schedule or create a WorkApp where they both live for example.

    I'd definitely recommend creating a Workspace for your project if you haven't already and storing all related sheets, reports, and dashboards in that Workspace.

    Cheers,

    Stephanie

    Stephanie Viers, Lead Customer Success Manager - Construction

  • Thanks, @Stephanie Viers!

    Is there any way to prevent the completion of the task without completing the checklist?

    Holly Conrad Smith

    Director of Technology & Innovation 💡 at Streamline

    CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony

  • You could create a formula that checks the completion of the other sheet and checks a box or marks a status as "Complete" if everything is done.

    If you have a ton of projects though it will be tough to scale this. You'd want to look into Control Center.

    Stephanie Viers, Lead Customer Success Manager - Construction

  • @Stephanie Viers We are in the early exploration stages of control center so that sounds like a viable solution! Thanks for the idea!

    Holly Conrad Smith

    Director of Technology & Innovation 💡 at Streamline

    CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony

  • Excellent! Just make sure you share this criteria around the checklist with your account manager and solution engineer :)

    Stephanie Viers, Lead Customer Success Manager - Construction

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