Completing a Job Summary from within SS

Norman Bosell

My Manager uses Smartsheet to provide job information to the crews where I work.

When the job is complete, the job's Lead uses the information from smartsheets to fill out a Job Summary sheet.

The Job Summary sheet is currently on paper but we also use an Excel spreadsheet and print or email this. Is there a better way to do this part of the job directly through Smartsheet?

Shaine Greenwood

You might try importing your excel file in as a new sheet and see if you can get your team to work within Smartsheet. More on importing in our Help Center: https://help.smartsheet.com/articles/504553-importing-files-to-create-new-sheets

Andrée Starå

You could maybe use one of these two solutions.

 

1. Cell Linking to a Job Summary Sheeet in Smartsheet

https://www.smartsheet.com/product-tour/cell-linking

2. Using Smartsheet Merge for Google Docs to create one or many Job Summary Sheets

https://www.smartsheet.com/apps/google-docs-smartsheet-merge