How to create a to-do list that draws from all sheets?

sean_mobs · 01/18/24

Our company is implementing Smartsheet as a replacement for other project management software. I find it to be the easiest to use project management solution I've ever used, between Planner, Asana, Clickup and more, but I haven't found perhaps the most essential feature yet - the master to-do list. With projects and tasks spread over different sheets, how do I find the central hub that tells me what's assigned to me and when it's due? I've poked around online and found some outdated information. Is there a central hub that exists already? Or is it a report I have to make? If so, what's the simplest way to do that? I'm a novice here and haven't done much training, so if you say I need to make a report, for example, please let me know what general tutorial on report making I should take first so I can understand the process. I've tried to work it out on my own and haven't succeeded so far.

Thanks!

juliesilverio · 01/18/24

Hi Sean,

I would approach this by creating a row report including all of your different sheets that assign you to tasks in your source sheets.

Here is an article that walks you through how to set up a report: https://help.smartsheet.com/articles/2482078-build-a-row-report-with-report-builder

Reports can be updated regularly to display upcoming tasks, past due tasks, or other criteria that you need to narrow in on in the moment.

Hope this helps!

juliesilverio · 01/18/24

Hi Sean,

I would approach this by creating a row report including all of your different sheets that assign you to tasks in your source sheets.

Here is an article that walks you through how to set up a report: https://help.smartsheet.com/articles/2482078-build-a-row-report-with-report-builder

Reports can be updated regularly to display upcoming tasks, past due tasks, or other criteria that you need to narrow in on in the moment.

Hope this helps!

sean_mobs · 01/18/24

Thanks Julie. This is a good start, I'll play with it more and see what I can make from it.

juliesilverio · 01/18/24

https://community.smartsheet.com/discussion/comment/414355#Comment_414355

When you get it up and running feel free to check back in with any questions! Setting up your first few reports can be confusing but after that they will come second nature to you. :)

How to create a to-do list that draws from all sheets?

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