How to integrate/sync several sheets into one?
I have a team that is working on several projects. Each team member has a sheet that lists their tasks. How can I link/sync each member's in-progress tasks to show up in a separate sheet? I'd also like to be able to modify and add tasks in the master sheet so that the changes and additions can appear in the assignee's sheet.
Answers
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I would have a "Master" sheet set up the same way the project sheets are. Create a form for that sheet that allows you to fill everything out including who it is assigned to, and then set up a move row automation to move the row to the appropriate sheet based on the assignee.
Then use a report to pull together all of the individual sheets.
Dropping the form and report onto a dashboard will allow you to manage this process in one place.
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Thank you so much@Paul Newcome . Excellent idea!
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Happy to help. 👍️
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@Paul Newcome I see the Workshop that was last year. Is that something you were running/apart of and if so are there any offerings remotely similar to that. I absolutely love this idea but feel like I could use assistance putting this together, along with other help making Smartsheet more dynamic for my team.
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@Jgayvont Those dates are actually for 2024. My apologies for the confusion. We must have still been stuck in 2023 when creating the form. Please feel free to fill out the form to get more information.
