What is the best way to setup a sheet to account for the possibility of multiple drafts?

Sara Ross

I have set up a smartsheet to track the monthly production of a newsletter. One of the tasks is to complete the draft of the newsletter and for it to be reviewed by multiple people. Subsequent to that, a second draft is produced and again reviewed. On occasion, a third draft will also need to be done and reviewed. What would be the best way to address this inconsistency? Below is my initial set up, but my preference would be for draft 2 and 3 approvals to only appear if that draft is produced and to be automatically added or excluded.

Also, I don't want automatic due date reminders sent out for drafts if not produced that month.

Any guidance is greatly appreciated,

Sara

Paul H

Have you looked into using the built-in proofing function?

https://help.smartsheet.com/learning-track/smartsheet-intermediate/proofing

Sara Ross

Hi Paul,

Initially, I did try to incorporate the proofing function. However, an important part to proofing is testing that embedded links function properly and Smartsheet doesn't allow hyperlinks to be opened through the proof. Is there a way to enable this ability?

Thanks,

Sara

Paul H

I don't know of a way to have hyperlinks work in a proof