Question about adding data consistent with a template's formatting

lchandler

I'm using the Project Schedule Manager template and I have a question about how to expand certain functions. The template provides you with three rows to input team member's names and roles. This is sourced by a metric widget on the template dashboard.

I can't figure out how to add more team members and have it formatted in the same way as the three rows provided. When I add and fill additional rows to the source sheet, and then add those cells through the widget, the formatting is different.

Does anyone know how to replicate template specific formats between metric widgets and the source?

Thanks in advance.

Paul Newcome

Are you able to provide some screenshots (mock data is fine) for reference?

lchandler

@Paul Newcome

By default you are provided rows 5 through 7 for team members.

Which fills in the "Team" widget like this, name as title (details column) and role as subtitle (primary column).

But if I add a row (now row 8 in this case) hoping to add more team members...

The formatting puts the referenced cell as the title, but the column name as the subtitle. I guess what I'm trying to figure out is how to represent data from two cells in the same entry of a metric widget? Maybe?

Paul Newcome

It looks like the only thing you need to do is adjust the field label in the widget. You can edit that by double clicking on it and typing in whatever you want the field label to read.

lchandler

Yes I suppose that's true. It just seems like the potential of the software is wasted if I have to manually enter data into the project sheet and the dashboard.

It would be nice if you could see which data was being referenced by a widget so I could replicate and expand upon a template.

Paul Newcome

It is definitely much easier if you build from scratch because you are the one that referenced the data in the first place, but I can see how trying to modify something that someone else built can be a pain when the metrics widgets don't clearly show what is already being referenced.

I would suggest taking a browse through the Ideas topic to see if someone has already submitted that as a product enhancement request. If they have, you can vote for it. If they have not, then you can submit it yourself so that others can vote.

lchandler

@Paul Newcome Thanks for the insight! I'll take a look in the Ideas topic when I have some time.