Projects are managed using various metrics, but conversations about specific tasks often provide rich information about the task that cannot be captured by metrics.īy showing the conversations about the tasks on the dashboard, which is primarily intended to display high-level information about the project, it adds another way to provide high-level information about projects and tasks. View conversations about specific tasks in your dashboard using report widgets Summary Now that we have a report of the conversations for a particular task that we want to display on the dashboard, we can use the report widget to display it on the dashboard. View conversations for specific tasks on your dashboard with report widgets Use reports to filter conversations about specific tasks so that you can view conversations about specific tasks like threads on your dashboard.In addition, I tried so that the latest conversation is at the top in Sort. ![]() Workflow to copy row to specific sheet when latest comment is added Filter only conversations for tasks that are reports The trigger, like the image below, is when the Latest Comment changes to any value, it copies that line to the sheet that collects the latest comments (Latest Comments). Then create a workflow that copies the row to a specific sheet when the latest comment is added. Workflow to copy rows with latest conversations to another sheet "Last comment" column will automatically add the most recent comment on each line to a specific column in the line, so add this column. In addition, since the questioner is an English-speaking person, the demo dashboard is made in English, so if you are not good at English, Google TranslatePlease use the following to translate it into Japanese. We have released it on the demo dashboard, including the specific implementation method, so please refer to the link below and read the explanation. The Report Widget displays the latest conversation report for a specific task.Reports can be filtered for only conversations for a task.The workflow automation will copy the row with the latest conversation to another sheet.When someone adds a comment, it moves to the Most Recent Comments column.One way to bring this idea to life is Smartsheet's Latest comment functionis to use In the dashboard image below, we have a dashboard for a specific task, with metrics about that task on the left and conversations about that task on the right.īelow we describe how to implement this idea. 'Dashboard conversations about tasks' means that you can see something like a thread on the dashboard about the progress of a particular project, giving you a high-level view of what's going on. There was an interesting question in an unanswered discussion on the Smartsheet Community about how you would like to "show conversations about tasks on your dashboard". ![]()
0 Comments
Leave a Reply. |