Project Plans-Extracting Specific Tasks to a Report based on a Checked Column

pabell

I have several projects in Smartsheets and each has a team lead. Each week they are asked to review the task list and confirm that all is on/off track. If any tasks are seen in their judgement as at risk or needing to be discussed for any other reason by our steering committee, I have asked them to check a box in a 'index' column in the project smartsheet. I would then like to have a report for each project that can extract only the rows/tasks that have the check box in the index column. How to do this most efficiently? Thanks !

I have been generating the report and within that report applying a filter to display only those rows with a check box. Is this a good approach?

pabell

Thank you ! I added a checkbox to the source sheet project plan and used that as a filter in the Report.

Andrée Starå

Hi @pabell

I hope you're well and safe!

Configure the Report to only show the tasks with the checkbox checked.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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pabell

Thank you ! I added a checkbox to the source sheet project plan and used that as a filter in the Report.

Andrée Starå

@pabell

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!