Demo – Multi-Project Reminders

We love personalised dashboards in Smartsheet where users can see just their tasks across many projects and update them directly.

And even better, we love this solution where you can create a weekly reminder to go out only to people with active tasks or items and list the names of the projects and the number of items, as well as a link to go and check their dashboard.

This is a more complex solution and requires Pivot App, an Advanced add-on from Smartsheet, but if you’ve got it, you can crack this solution. 

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Solution Overview

What you’ll need

Core Smartsheet + Pivot App

Complexity

Advanced

What’s Included

  • Automated, personalized weekly email reminders.
  • Details on active projects, tasks, risks, issues, and decisions specific to the recipient.
  • A link to a personalized Smartsheet dashboard for direct management and updates.
  • Smartsheet’s Pivot App for data aggregation from various project schedules and RAID logs.
  • Compatibility with Smartsheet Control Center (for automatic project creation) or manually managed projects.

Want to find out more?

Use the link below to get in touch or book a meeting with one of our team.

Rich Coles

Founder &
Managing Director

Suzie Alloway

Head of Project & Programme Management

More Resources from Prodactive

Solution Overview

Automated, personalized weekly reminders for individuals working across multiple projects in Smartsheet

Useful Links

Download for free along with our guidance notes:

(Please note you need to be logged into Smartsheet to access the form)

Demo Asset