Milestone Tracking Report - Numerous projects

Leah Mayes
Leah Mayes ✭✭
edited 12/09/19 in API & Developers

Hi all 

I'm trying to create a status report which would roll up project tasks and their progress into an easily view-able report and/or widget

The data will be across multiple sheets and I'm trying to find a way to trigger both active, complete and in progress data sets so that I can target the relevant stages inside of the report.

I have attached a screen shot of what I'm trying to get to- Hopefully it makes sense!

Screenshot 2019-06-24 at 14.59.26 - Display 1.png

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Leah,

    How is the sheet(s) set up? You'd probably need to collect the information in another sheet (or columns on the same sheet) to get the structure that you want.

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    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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