如何为20人的团队创建审计工作簿

妥鲁香胶
妥鲁香胶 ✭
在内容基本知识

嗨,内容社区,

我是新来的smartsheet，并已与一个项目进行“原样”过程审计。至少20个职能团队将参与此过程。

因为每个团队有不同的功能，我想让他们灵活地重复他们所进行的每个活动的所有问题。我喜欢:

  • 创建一个仪表板来监视审计的进度
  • 向每个团队发送一个唯一的链接以完成审核
  • 能够看到已经输入的数据
  • 创建报告
  • 能够在以后分析数据。


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答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    嗨@Tolu

    这听起来像是Smartsheet的一个很好的用例!

    在构建Dashboard之前，你需要有源数据——这一切都从Sheet开始。听起来您可能想要在表单上创建一个Form，并将Form链接发送到不同的团队(相同的链接或特定于该团队的链接)。

    这个页面有一个很好的Onboarding网络研讨会列表帮助你开始。我建议按顺序依次浏览它们——sheet，然后是Collaboration，然后是Reporting，然后是dashboard。

    如果你的计划可以使用它，我也会建议你通过Smartsheet大学的在线学习课程(见此处)。

    也有一些解决方案中心中的模板集它可以向你显示潜在的设置以获得不同的Dashboard视图(例如:项目跟踪和汇总）

    如果您在构建过程中遇到任何问题，请随时在社区中再次发帖!屏幕截图总是很有帮助的，它会详细解释你试图实现的目标，但要确保屏蔽了敏感数据。

    欢呼,

    吉纳维芙

  • 妥鲁香胶
    妥鲁香胶 ✭

    嗨,吉纳维芙,


    谢谢你有见地的回答。我会尝试你的建议，让你知道我的进展。

    非常感谢,

    妥鲁香胶

类别

You have a misplaced closing parenthesis. Try moving one from after the ISBLANK function to after [Target Date]@row.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-05 19:57:07","updateUser":{"userID":147369,"name":"PeggyLang","url":"https:\/\/community.smartsheet.com\/profile\/PeggyLang","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T19:55:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":93973,"type":"question","name":"Dashboard Charts","excerpt":"I have developed a line chart that shows the monthly percentage values. The chart seems to be working fine, but one thing I've noticed is that in some instances it will display one or multiple numbers more than once. For example, the percentage values range from 97% to 99%. The line chart will show two tick marks for each…","categoryID":321,"dateInserted":"2022-08-05T13:07:40+00:00","dateUpdated":null,"dateLastComment":"2022-08-05T16:01:50+00:00","insertUserID":134850,"insertUser":{"userID":134850,"name":"Shawn Clemmons","url":"https:\/\/community.smartsheet.com\/profile\/Shawn%20Clemmons","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T16:02:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"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":"2022-08-05T20:10:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":18,"score":null,"hot":3319421970,"url":"https:\/\/community.smartsheet.com\/discussion\/93973\/dashboard-charts","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/93973\/dashboard-charts","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":93973,"commentID":338823,"name":"Re: Dashboard Charts","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/338823#Comment_338823","dateInserted":"2022-08-05T16:01:50+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":"2022-08-05T20:10:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/EGZSEH9NF13E\/line-chart-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":""},"alt":"line_chart_issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-08-05T15:59:48+00:00","dateAnswered":"2022-08-05T15:53:34+00:00","acceptedAnswers":[{"commentID":338816,"body":"

It is because of the size of the widget vs the scale of the data. If your data had a larger range of numbers or the widget was smaller then it would not show those duplicated values on the vertical axis.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-05 15:59:48","updateUser":{"userID":134850,"name":"Shawn Clemmons","url":"https:\/\/community.smartsheet.com\/profile\/Shawn%20Clemmons","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T16:02:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":93948,"type":"question","name":"Using text building blocks within automation and update requests","excerpt":"Hi, I have built a sheet for lead management. Now, I think about building another sheet where I put text building blocks with corresponding numbers inside that I can use within the automation process f.e. update requests. text 1 = good morning text 2 = thank you for your request text 5 = please find attached ... text 3 =…","categoryID":321,"dateInserted":"2022-08-04T18:42:19+00:00","dateUpdated":"2022-08-05T02:05:14+00:00","dateLastComment":"2022-08-05T15:01:54+00:00","insertUserID":151036,"insertUser":{"userID":151036,"name":"Jörg Schmidt1","url":"https:\/\/community.smartsheet.com\/profile\/J%C3%B6rg%20Schmidt1","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hJjVoY907bY!!P7w61eHMiE7","dateLastActive":"2022-08-06T20:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":126598,"lastUser":{"userID":126598,"name":"Paul McGuinness","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20McGuinness","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T15:07:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":18,"score":null,"hot":3319351453,"url":"https:\/\/community.smartsheet.com\/discussion\/93948\/using-text-building-blocks-within-automation-and-update-requests","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/93948\/using-text-building-blocks-within-automation-and-update-requests","format":"Rich","lastPost":{"discussionID":93948,"commentID":338804,"name":"Re: Using text building blocks within automation and update requests","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/338804#Comment_338804","dateInserted":"2022-08-05T15:01:54+00:00","insertUserID":126598,"insertUser":{"userID":126598,"name":"Paul McGuinness","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20McGuinness","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T15:07:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-08-06T10:40:52+00:00","dateAnswered":"2022-08-05T15:01:54+00:00","acceptedAnswers":[{"commentID":338804,"body":"

Hi @Jörg Schmidt1<\/a> <\/p>

This is definitely possible, if you only have a few outcomes you can use a formula to create the response in a cell that you can pull into a notification message.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

This formula based on your example gives the above results.<\/p>

=IF(AND(Enquirer@row = \"Start up\", Request@row = \"whitepaper or e-book\"), \"Good Morning\" + CHAR(10) + \"Thank you for your request\" + CHAR(10) + \"Please find attached\", IF(AND(Enquirer@row = \"Private person\", Request@row = \"offer\"), \"Good Morning\" + CHAR(10) + \"Kind regards\" + CHAR(10) + \"Please find attached\"))<\/p>

Hope this helps<\/p>

Thanks<\/p>

Paul<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-06 10:40:52","updateUser":{"userID":151036,"name":"Jörg Schmidt1","url":"https:\/\/community.smartsheet.com\/profile\/J%C3%B6rg%20Schmidt1","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hJjVoY907bY!!P7w61eHMiE7","dateLastActive":"2022-08-06T20:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">