Automatically updating a super sheet?
I am new to smart sheets and have been tasked with creating a master schedule for our teams. I am working with two different teams on a project and each team has its own schedule. Is there a way that I can set up the team schedules to automatically feed into a super sheet?
Ideally, I would like them to identify if an item on the schedule is a key event and then have all of the key events feed into the master schedule. I've tried to hyperlink cells but I don't want to have to constantly update the super sheet with hyperlinks.
Answers
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I hope you're well and safe!
Have you explored using a Report instead?
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, Awesome, 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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Hey!
I have not explored using a report instead. I am not familiar with reports. Also would a report be able to continually update the master sheet as each group add items to their schedules?
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A Report is basically another view of one or more sheets, so that would be the master instead.
Make sense?
Would 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/Awesome 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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So if I used the report I could just pull the items that are marked as "Key events" from each schedule and then those items can be combined into one master schedule?
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Yes, exactly!
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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ah ok! That makes sense, Thank you for pointing me in the right direction! Is there a way to set up a report so it updates automatically?
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Yes, you can set the report to look at specific sheets or workspace(s) and set the criteria to look for the key events, and then it will automatically be updated.
More info.
✅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!
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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