Using Dashboards as Policies and Procedures to share with team
Can anyone give me examples of how they have used dashboards to create and share Policies and Procedures with their teams? It is my responsibility to merge different policies, procedures, professional practice management plans, and engineering manuals into SmartSheets so that they can be shared with our teams. Currently, they are located in different places, including Sharepoint under QA/QC, and various dives shared with the team. My goal is to create a master dashboard with links to sub-dashboards containing these policies and procedures. Hopefully I can easily link to them from within sheets. Ideally, I could include portions of them in column descriptions or sheet summaries. In addition, I can save the Dashboards as PDF files. I also want to include workflows and automation when creating and approving them.
Answers
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Julie Fortney ✭✭✭✭✭✭
Hi@BStump- I am working on the same thing!!
Here's the main landing page we created. We'll have sub-sub dashboards by the time we're done.
我们有多个培训和资源交付我thods, so I'll have some links to our LMS, some to Sharepoint, etc.
If you want to pull all of your content into sheet attachments, maybe you could publish reports on your dashboards. Something like this:
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BStump ✭✭
Thanks,@Julie Fortneythat looks promising. Would love a sample of that.
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Julie Fortney ✭✭✭✭✭✭
@BStumpWhich method are you interested in pursuing?
A. fancy dashboard with sub-dashboards and links to various delivery methods
B. simple report published to dashboard with documents attached to row
If A, we are certified Smartsheet solution providers, and would be happy to hold a complimentary scoping call to learn more about your needs.
If B, I can share some quick pointers in this thread.
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BStump ✭✭
@Julie FortneyI am thinking more your Option A. But at this time I am just seeing if anyone is doing this sort of this in their companies.
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You need to remove the closing parenthesis from before the comma.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107142,"type":"question","name":"Dynamic View not allowing editable field","excerpt":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having this issue? I just built this last week and was working correctly until today.","snippet":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having…","categoryID":343,"dateInserted":"2023-06-30T15:30:52+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T16:08:48+00:00","insertUserID":116932,"insertUser":{"userID":116932,"name":"Darla Brown","title":"Executive Assistant\/Smartsheet Nerd","url":"https:\/\/community.smartsheet.com\/profile\/Darla%20Brown","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!2ijXPwm027Q!unNWp2GmkrQ!CBVsVJExguI","dateLastActive":"2023-06-30T18:53:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-01T17:02:07+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":19,"score":null,"hot":3376282180,"url":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","format":"Rich","lastPost":{"discussionID":107142,"commentID":383352,"name":"Re: Dynamic View not allowing editable field","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383352#Comment_383352","dateInserted":"2023-06-30T16:08:48+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-01T17:02:07+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/5JPTRQJ4FVMN\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T16:04:54+00:00","dateAnswered":"2023-06-30T15:49:28+00:00","acceptedAnswers":[{"commentID":383344,"body":"
Hi @Darla Brown<\/a> <\/p> I hope you're well and safe!<\/p> Has anything in the sheet changed? Any formulas in the cells? <\/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":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107125,"type":"question","name":"How to hide certain columns to certain poeple, while unhide to the rest","excerpt":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both groups can edit what they can see in the sheet. Is there a way to acheive that? Thanks!","snippet":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both…","categoryID":321,"dateInserted":"2023-06-30T09:24:53+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T12:44:32+00:00","insertUserID":162810,"insertUser":{"userID":162810,"name":"流风回雪","url":"https:\/\/community.smartsheet.com\/profile\/%E6%B5%81%E9%A3%8E%E5%9B%9E%E9%9B%AA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T11:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-07-02T00:56:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":55,"score":null,"hot":3376248565,"url":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","format":"Rich","lastPost":{"discussionID":107125,"commentID":383311,"name":"Re: How to hide certain columns to certain poeple, while unhide to the rest","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383311#Comment_383311","dateInserted":"2023-06-30T12:44:32+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-07-02T00:56:31+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":"2023-06-30T11:59:52+00:00","dateAnswered":"2023-06-30T10:33:48+00:00","acceptedAnswers":[{"commentID":383272,"body":" Hi Dear Andrée Starå<\/strong><\/a><\/p> Thank you so much for your solution!<\/p> It can work, but more like a compromise way. Editing on a report is less convenient.<\/p> It would be better for me to set access right to each column.<\/p> But that can also work for now, thanks a lot.<\/p> By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"
