Best way to have a client facing dashboard act as a communication hub?

Jef Forward

Hello All! We have a client facing dashboard (draft) setup, but we have not rolled it out yet. I have included a screen shot. We are in process of finalizing a more broad set of information. Pretty basic setup as of now.

I would like this to be a client eco system, where they get all of their information and do all of their communicating. I would love to keep them out of email. Some strategies we are considering include their own client sheet for questions? Do we allow them to comment on certain sheets? Does anyone have any best practices they could share? Also, we do have WorkApps, (but dont use it) is this the preferred method for better client messaging?

Thanks in Advance! Jef

Genevieve P.

Hi @Jef Forward

Providing your users with Commenter access on specific sheets sounds like a good idea to me; this would allow them to add notes to rows without impacting any of the row data.

Another option could be to embed a Form into your Dashboard so you can collect submissions immediately from the Dashboard that would populate your sheets/reports if they re-fresh.

I do agree that Workapps may be a good solution if you have a lot of pages to surface (e.g. having multiple Report pages instead of Report widgets in a Dashboard, with one Dashboard summary as the first page). However if these users aren't a part of your Smartsheet plan then you'll need to have the Workapps Collaborator pack as well.

Looking good so far though! Keep it up 🙂

Cheers,

Genevieve