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I have a folder for each project. The folder contains the following:
Project schedule
Issue Log
Risk Register (can move to the issue log if the trigger date has been eclipsed.)
视力(仪表板)
The top 3 items roll into the Sight with links to reports detailing pertinent information (tasks at risk, aging issues, etc.)
Alternatively, you can link the issue log in the sheet. (For example: Create a top level row called issues, and then link that cell to your issue log.)
Hi Marcus, thank you for your idea. As I'm still new to Smartsheet, could you please elaborate what you mean issue "log?" Is it a sheet that has issues?
My usecase is pretty similar as yours. I want to show top 3 issues and risks on dashboard (Sight) eventually.
Good thread. Can I extend the question by asking how people manage actions within a project using Smartsheet, particularly "detailed" ones? Do you surgically add them directly into the project schedule, defining predecessors for each? This can make for a messy schedule, but possibly also a very realistic schedule. This would likely introduce the need for a second project schedule, that is a 10 row rollup/summary of the detailed schedule for reporting and presentation purposes. I am on the fence between doing this and having an independent Action Log.
In the end, I would like to optimize the relationship among Issues, Risks, Actions, and Tasks for the sake of making Smartsheet tabs as user-friendly as possible.
Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108318,"type":"question","name":"Count to show the High Priority Items","excerpt":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","snippet":"I would like to add a formula that counts the number of 1 - High, 2 - Med, 3 - Low in each row.","categoryID":322,"dateInserted":"2023-07-31T18:51:49+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":121230,"lastUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":26,"score":null,"hot":3381664822,"url":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108318\/count-to-show-the-high-priority-items","format":"Rich","lastPost":{"discussionID":108318,"commentID":388103,"name":"Re: Count to show the High Priority Items","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388103#Comment_388103","dateInserted":"2023-07-31T19:48:33+00:00","insertUserID":121230,"insertUser":{"userID":121230,"name":"Kris Peeters","url":"https:\/\/community.smartsheet.com\/profile\/Kris%20Peeters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zzjX8w2dwDY!5FVWucGjaaQ!-sgJ3Uz0EeO","dateLastActive":"2023-07-31T19:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/382QSC10NTUW\/count-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"count.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T19:48:14+00:00","dateAnswered":"2023-07-31T19:18:51+00:00","acceptedAnswers":[{"commentID":388092,"body":"
Andrew Gross ✭✭✭
