Interactive Checklist

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I am looking at creating an interactive checklist for my clients to use to track their progress. I want the checklist to feed into my master Smartsheet and Dashboard. The checklist wouldn't be a form... is this possible?

Dr. Scott Tierno, D.A., PMP

Director of the Academic Leadership Academy

Unitek Learning

Direct: 949-516-9215

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/25/22 Answer ✓
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    Hi @tiernosc

    I hope you're well and safe!

    Yes.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic weekend!

    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.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/25/22 Answer ✓
    Options

    Hi @tiernosc

    I hope you're well and safe!

    Yes.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic weekend!

    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.

  • tiernosc
    tiernosc ✭✭✭
    Options

    Thank you for responding. I was able to figure it out... even though it isn't the prettiest solution. I created a report where only the current user will see their information and can check off each completed task in a dropdown.

    Dr. Scott Tierno, D.A., PMP

    Director of the Academic Leadership Academy

    Unitek Learning

    Direct: 949-516-9215