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Overview

Smartsheet represents work in sheet rows with contact assignments, dates and attachments. Configure update requests when a team needs a repeatable way to collect progress from task owners.1 2

What you can do

Assign rows to collaborators through Contact List columns.1
Store scheduling dates in Date columns.1
Attach supporting material directly to a work row.1
Configure a workflow to request updates from colleagues.2

Get started

Use the relevant sheet’s Contact List column to assign the confirmed person, then enter the agreed date in a Date column.1
For a weekly progress request, open Automation, create from template and choose Request an update every week; review the recipients and timing before enabling it.2

Ways to use it

Ideas based on documented features.

Keep an agreed work register with a named responsible person, date and supporting attachments.1
Collect regular progress updates after the team agrees how follow-up will work.2

Before you start

Contact-specific automation needs an email address; a free-text name alone does not provide the required contact identity.1

Smartsheet

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Overview

What you can do

Get started

Ways to use it

Before you start

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Overview

What you can do

Get started

Ways to use it

Before you start