通过电子邮件发送仪表板-手动和自动工作流程
TomG
✭✭✭✭
我的想法是创建一个功能，可以通过电子邮件从Smartsheet中发送仪表板快照，无论是手动还是通过自动工作流程。理想情况下使用HTML格式，以便仪表板中的任何链接都是电子邮件中的链接。
智能表仪表板非常棒，我们在项目团队和领导层中大量使用它们。然而，我经常从多家公司的领导那里收到同样的要求。“仪表板能以每周状态报告的形式通过电子邮件发送给我吗?”
虽然发布功能对于想要与数据交互的人很有用，但大多数领导者希望以一种他们可以查看并立即采取行动的方式呈现信息。必须打开浏览器或链接，登录(id和密码)，2FA批准/输入，然后选择另一个或两个链接对每个人来说都是乏味的，但对于高管或领导许多项目或计划的人来说，这是浪费时间。
因此，许多领导者要求他们的项目经理创建每周状态报告，其中大部分包含他们设计的仪表板中的信息。
在Smartsheet中以自动化的方式完成这项工作可以为项目经理节省大量的时间，因为手动状态报告可以自动化，并且可以通过将信息放在他们每天经常使用的位置(他们的收件箱)来提高执行效率。
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评论
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唱C ✭✭✭✭✭✭每个人都喜欢周报!我们的项目仪表板是用来显示实时数据的(就像我怀疑的大多数人一样)，但是某些利益相关者和领导者执着于每周状态报告的传统理念，并且能够回头查看上周、上个月等。
这将是伟大的仪表板有“发送附件”的方式，它存在的报告选项，并能够安排每周电子邮件与附件的PDF仪表板。
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莫妮卡华盛顿 ✭
这将是一个伟大的功能，以帮助每周项目更新。
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这是个好主意!我建议将这个功能添加到SmartSheet的基本功能中
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杰米Jae ✭✭汤姆，这是个好主意，肯定有助于使信息更容易获得。
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TomG ✭✭✭✭
谢谢你的投票@Jamie Jae！我真的希望这能引起关注，因为它真的能帮助高管们对Smartsheet有一个积极的看法，并节省pm大量的时间。
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jasonp ✭✭✭✭
如果我们能安排一个仪表盘呢。这样它就会到达收件箱。就像更新请求或任何其他自动化一样。这将为我的组织节省大量时间。特别是使用MS Teams。然后我可以在模板上安排项目更新团队的仪表板，当我安排时，他们都会发布。把收件箱限制在提醒签到的范围内。
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harshaD ✭
Upvoted !将报表作为计划附件发送的选项很棒，但是报表中可用的有限格式选项是一个缺点。以与报告相同的方式发送格式良好的仪表板是直接的解决方案。
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TomG ✭✭✭✭
非常高兴看到这已经被添加到路线图，感谢更新!!
今天早些时候我提到了这个话题，我希望这个话题能在不久的将来得到发扬光大。我知道目前还没有时间表，但希望这对Smartsheet开发团队和用户社区来说都是一个快速而轻松的胜利!
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