How to send automated dashboards

therapy_mindset

Hello, I’ve created a dashboard on Smartsheet. How can I send the dashboard to clients and front line staff automatically once per day? I was sadly unsuccessful in seeing this option on the dashboard page

Many thanks in advance!

Andrée Starå

@Asan Mollov

Excellent!

Sure!

1. Create a Workflow with an Alert https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders
2. Add the link to the Dashboard in the message https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests#toc-customizing-a-message-in-a-workflow

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Andrée Starå

Hi @Asan Mollov

I hope you're well and safe!

You could send an automated Alert through a Workflow that would include the link to the Dashboard.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

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!

therapy_mindset

Hello Andée,

That could work! Could you please provide instructions on how I could do that.

Andrée Starå

@Asan Mollov

Excellent!

Sure!

1. Create a Workflow with an Alert https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders
2. Add the link to the Dashboard in the message https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests#toc-customizing-a-message-in-a-workflow

Did that work?

✅Remember! 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!