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Good afternoon,
New to smartsheet,
When I set up my sheets shoudl I be setting up the "metrics" that I want to capture on the top of the sheet to easily transfer to a dashboard/widget?
Hi,
There are many ways to set it up and which one would work best for depends on your preference and specific use case.
A common method is as you mention placing the metrics in the top section of the sheet. Another way could be to collect everything on another specific metric sheet.
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)
Hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hi Andree,
Can you tell me how to place the metrics in the top section of the sheet
Hi Alyssa,
I'd recommend using the newly released feature, Sheet Summary instead.
More info: https://help.smartsheet.com/articles/2476786-define-your-work-with-sheet-summary
Would that work?
Let me know if you have questions!
Have a fantastic day!
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