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Creating/managing daily task lists
I'm new to SmartSheet, which my team has started using to manage collaborative projects. I'm trying to figure out the easiest/best way to generate a daily task list for myself drawing from the sheets I've created for the multiple projects that I manage.
Your suggestions are most welcome!
Comments
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I copy rows from my sheets onto ONE sheet that I use as a task list. All the info is then recorded on the other sheets but in one place for me.
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I am also trying to figure out the best way to accomplish this, but without manually copying & pasting into another task list sheet. Wondering if there is a way to use the linked cells feature to do this but haven't been able to figure it out yet.
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Just a thought...assuming you have a column on each sheet titled something left 'next steps', then you could add a date column to the sheet called 'donnas tasks'. Add a date to 'donnas task' only if you have a task to complete by that date.
Then create a Report 'My Tasks', link this Report to all the sheets on which you have a 'donnas task' column and ask the Report to pick all rows where 'donnas task' contains a date.
Not an elegant solution but might work.
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When I was trying to do this, I added a start date, end date and a target date for the tasks I needed to complete.
Then I created a report called an Open task report and one called tasks due in next 7 days. I did this using report builder at the bottom of each sheet.
I added a screenshot of each report set up. The first one is open tasks. The second one is tasks due in the next 7 days.
Hopefully it will work for you too!
Take care,
Barb
