How to Refresh Your Task List in Smartsheet
Navigate to Smartsheets > Workspace: TID > Folder: ID > Folder: Division Resource Tracking
Inside the Division Resource Tracking Folder, Select the Folder for your respective department
Then, Open the Report titled “[Your Name] Tasks”
Click on the “Sheets” filter:
Then click the “+” to the left of the TID workspace:
Expand the TID folder and select “Active Projects” then click OK
Your sheet will refresh and update any missing projects and/or tasks. Save the sheet and exit.
How to Update Your Tasks
Navigate to Smartsheets > Workspace: TID > Folder: ID > Folder: Division Resource Tracking
Inside the Division Resource Tracking Folder, Select the Folder for your respective department
Then, Open the Report titled “[Your Name] Tasks”
The first visible columns are for reference only and should not be changed:
- Sheet Name
- Primary
- Start
- End
- Planned Labor Hours from Budget
- Actual Labor Hours
- % Complete
Using the sideways scroll bar at the bottom of the page, scroll to the right until the following columns are visible and update as needed:
- Reported Labor Hours
- Report any additional hours worked on this task. This number should reflect the total sum of hours worked on this task. If no additional hours worked, leave the cell as is.
- Reported % Complete
- Update this cell if your estimate of completion percentage for this task has changed.
- Estimated Finish
- Update if the current value in this column does not reasonably reflect your estimation of this task’s completion date.
- Status Date
- Change this cell to reflect the date in which you last reviewed and/or updated any of the above cells in that row.
- Notes
- Communicate any significant changes made in the above cells, recent relevant updates, milestone achievements, roadblocks inhibiting progress, etc.