Best way to have a client facing dashboard act as a communication hub?
Hello All! We have a client facing dashboard (draft) setup, but we have not rolled it out yet. I have included a screen shot. We are in process of finalizing a more broad set of information. Pretty basic setup as of now.
I would like this to be a client eco system, where they get all of their information and do all of their communicating. I would love to keep them out of email. Some strategies we are considering include their own client sheet for questions? Do we allow them to comment on certain sheets? Does anyone have any best practices they could share? Also, we do have WorkApps, (but dont use it) is this the preferred method for better client messaging?
Thanks in Advance! Jef
Answers
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Genevieve P. Employee AdminProviding your users with Commenter access on specific sheets sounds like a good idea to me; this would allow them to add notes to rows without impacting any of the row data.
Another option could be toembed a Form进入你的仪表盘you can collect submissions immediately from the Dashboard that would populate your sheets/reports if they re-fresh.
I do agree that Workapps may be a good solution if you have a lot of pages to surface (e.g. having multiple Reportpagesinstead of Report widgets in a Dashboard, with one Dashboard summary as the first page). However if these users aren't a part of your Smartsheet plan then you'll need to have theWorkapps Collaborator packas well.
Looking good so far though! Keep it up
Cheers,
Genevieve
Categories
I hope you're well and safe!<\/p>
If you're using the DocuSign integration, you can have status columns indicating the different stages.<\/p>
More info.<\/p>
Would that work\/help?<\/p>
I hope that helps!<\/p>
Be safe, and have a fantastic week!<\/p>
Best,<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":[]},{"discussionID":112057,"type":"question","name":"Has my automation run?","excerpt":"Hi How can if see if certain owners on my sheet have received their automatic email? There must be a history somewhere Thank you","snippet":"Hi How can if see if certain owners on my sheet have received their automatic email? There must be a history somewhere Thank you","categoryID":321,"dateInserted":"2023-10-24T03:41:55+00:00","dateUpdated":null,"dateLastComment":"2023-10-24T21:57:49+00:00","insertUserID":168171,"insertUser":{"userID":168171,"name":"Laura G","title":"Mrs","url":"https:\/\/community.smartsheet.com\/profile\/Laura%20G","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-24T23:53:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":168171,"lastUser":{"userID":168171,"name":"Laura G","title":"Mrs","url":"https:\/\/community.smartsheet.com\/profile\/Laura%20G","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-24T23:53:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":44,"score":null,"hot":3396304784,"url":"https:\/\/community.smartsheet.com\/discussion\/112057\/has-my-automation-run","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112057\/has-my-automation-run","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":112057,"commentID":401496,"name":"Re: Has my automation run?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401496#Comment_401496","dateInserted":"2023-10-24T21:57:49+00:00","insertUserID":168171,"insertUser":{"userID":168171,"name":"Laura G","title":"Mrs","url":"https:\/\/community.smartsheet.com\/profile\/Laura%20G","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-24T23:53:14+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-25T00:28:12+00:00","dateAnswered":"2023-10-24T14:30:37+00:00","acceptedAnswers":[{"commentID":401370,"body":"
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