How to send automated dashboards
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!
Best Answer
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Excellent!
Sure!
- Create a Workflow with an Alert https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders
- 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?
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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
-
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!
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.
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Hello Andée,
That could work! Could you please provide instructions on how I could do that.
-
Excellent!
Sure!
- Create a Workflow with an Alert https://help.smartsheet.com/learning-track/smartsheet-intermediate/alerts-reminders
- 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!
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.
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