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Advanced Action Item Tracking

Gabe Pinedo
Gabe Pinedo ✭
edited 12/09/19 inArchived 2015 Posts

Hi Everyone,

Is it possible to take Meeting Action Items across multiple projects and consolidate the Action Items into one view in an automated fashion for a person?

Let's say I have five projects that I take action items for in individual sheets. I would like to have one master sheet for that shows a global view of all project action items.

I'm sure I can create multiple sheets, and do a lot of cell linking. But I'm also wondering if such a collection of sheets could be made into a template to be reusable and have less start up work for users.

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  • Jaye Casciano
    Jaye Casciano ✭✭✭✭✭✭

    Gabe - have you tried building a report? I think this would give you what you're looking for. Go to Create New > Report, and use the "Report Builder" tab at the bottom to tell the report which sheets to pull data from ("Where") and which columns of data in particular to include.

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  • Gabe Pinedo
    Gabe Pinedo ✭
    edited 12/09/15

    I had not tried that. It does seem very helpful, but there doesn't seem to be an option to save as a template. So if I multiple people on my team wanted the same functionality, it's safe to say they would each need to build a report?

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  • Jaye Casciano
    Jaye Casciano ✭✭✭✭✭✭

    Hi Gabe, I think if the reports were containing similar information but pulling data from different sheets you could copy/Save as New with the report you built and modify the parameters of the new copy to suit.

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  • Travis
    Travis Employee

    Jaye是正确的,你可以复制a report then adjust specific criteria, for example - who is assigned to tasks.

    You can also save sheets as templates by right clicking on the sheet title tab and selecting Save as Template.

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Thanks! That worked!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":106346,"type":"question","name":"SUMIF across three rows","excerpt":"Hello everyone, I'm attempting to create a formula that will add all three rows together. I've tried: =SUMIF([Amount Written off]:[AmountWritten off], [Amount of feesWaived]:[Amount of fees Waived], [Attorney fees]:[Attorney fees]) I've also tried =SUM([Amount of fees Waived]:[Amount of fees Waived],+=SUM([Amount Written…","categoryID":322,"dateInserted":"2023-06-12T21:53:01+00:00","dateUpdated":null,"dateLastComment":"2023-06-12T22:04:57+00:00","insertUserID":162299,"insertUser":{"userID":162299,"name":"Tanishia W","title":"Legal Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Tanishia%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-12T22:04:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162299,"lastUser":{"userID":162299,"name":"Tanishia W","title":"Legal Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Tanishia%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-12T22:04:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":19,"score":null,"hot":3373215478,"url":"https:\/\/community.smartsheet.com\/discussion\/106346\/sumif-across-three-rows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106346\/sumif-across-three-rows","format":"Rich","lastPost":{"discussionID":106346,"commentID":380217,"name":"Re: SUMIF across three rows","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380217#Comment_380217","dateInserted":"2023-06-12T22:04:57+00:00","insertUserID":162299,"insertUser":{"userID":162299,"name":"Tanishia W","title":"Legal Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Tanishia%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-12T22:04:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"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\/9MT4P1FLIGIA\/screenshot-2023-06-12-154205.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-12 154205.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-12T22:04:38+00:00","dateAnswered":"2023-06-12T22:02:22+00:00","acceptedAnswers":[{"commentID":380216,"body":"

Try: =SUM([Amount of fees Waived]:[Amount of fees Waived]) + SUM([Amount Written off]:[Amount Written off]) + SUM([Attorney fees]:[Attorney fees])<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":106336,"type":"question","name":"True count of Children(), not just non blanks","excerpt":"Doing project roll up and trying to use the formula below to roll up a complete status. =IF(COUNTIF(CHILDREN(), \"Complete\") = COUNT(CHILDREN()), \"Complete\", \"Not\") However, blank cells do not contribute to the COUNT(CHILDREN()), thus if there are three children and someone deletes all values in 3 cells or any non…","categoryID":322,"dateInserted":"2023-06-12T20:08:17+00:00","dateUpdated":"2023-06-12T20:09:57+00:00","dateLastComment":"2023-06-12T22:39:12+00:00","insertUserID":161938,"insertUser":{"userID":161938,"name":"vanZylin","url":"https:\/\/community.smartsheet.com\/profile\/vanZylin","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/DWO5546FHG2S\/n63YWEB75TVCL.jpg","dateLastActive":"2023-06-12T21:09:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":161938,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-13T00:08:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3373211849,"url":"https:\/\/community.smartsheet.com\/discussion\/106336\/true-count-of-children-not-just-non-blanks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106336\/true-count-of-children-not-just-non-blanks","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106336,"commentID":380221,"name":"Re: True count of Children(), not just non blanks","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380221#Comment_380221","dateInserted":"2023-06-12T22:39:12+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-13T00:08:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-12T20:39:58+00:00","dateAnswered":"2023-06-12T20:12:44+00:00","acceptedAnswers":[{"commentID":380185,"body":"

Instead of comparing to the count of children, you would compare to the count of children that are blank or not blank.<\/p>


<\/p>

Change<\/p>

COUNT(CHILDREN())<\/p>

to<\/p>

COUNTIFS(CHILDREN(), OR(@cell <> \"\", @cell = \"\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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