automatically sharing task data between sheets

Is there a way to create an "index" that will automatically link a schedule task and all it's information once it is entered in another smartsheet.

For instance, let's say I have a meeting agenda and we want to talk about a schedule task, could I enter it's "index" from the schedule and have it automatically link all the associated cells? Like a one to many relationship...


  • Julio S.
    Julio S. Moderator

    Hi @Michael M.,

    From what you explain it seems you'd like to build some sort of directory that gives you a quick access to specific sheets ("Schedule Tasks").

    Although this wouldn't be automatic, you may consider creating a Dashboard with a Shortcut Widget that links out to all intended "Schedule Tasks".



    As an alternative, you may also consider using hyperlinking in an "Index Sheet" for an easy access from Sheet to Sheet.



    If this isn't exactly what you're looking for, please expand a little on how your Schedule Tasks look like and include some screenshots so that we can have a better insight on what you've built so far. Please remember to remove or hide any confidential data that shouldn't be shared.

    I hope this can be of help. 



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Michael M.

    I hope you're well and safe!

    To add to Julio s's excellent advice/answer.

    You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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