View task conversations on your dashboard

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".

'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. , is a great idea.

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.

Below we describe how to implement this idea.

Implementation method (summary)

One way to bring this idea to life is Smartsheet'sLatest comment functionis to use

1. When someone adds a comment, it moves to the Most Recent Comments column.
2. The workflow automation will copy the row with the latest conversation to another sheet.
3. Reports can be filtered for only conversations for a task. (Task 1 in the DB example)
4. The Report Widget displays the latest conversation report for a specific task.

We have released it on the demo dashboard, including the specific implementation method, so please refer to the link below and read the explanation.
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.

https://app.smartsheet.com/b/publish?EQBCT=3c8b14deb2684f32ba43503529852e17

Added "Latest Comments" column

"Last comment" column will automatically add the most recent comment on each line to a specific column in the line, so add this column.

Workflow to copy rows with latest conversations to another sheet

Then create a workflow that copies the row to a specific sheet when the latest comment is added.
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).

Filter only conversations for tasks that are reports

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.

View conversations for specific tasks on your dashboard with report widgets

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.

Summary

Projects are managed using various metrics, but conversations about specific tasks often provide rich information about the task that cannot be captured by metrics.

By 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. think.