EB SMART - Dashboard

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EB SMART

Smartsheet Management & Account Renewal Tool

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DEMO MODE Viewing Pat Gordon's tasks

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My capacity

Overwhelmed and Heads Down pause auto-assign to you; Raise Hand gets first pick.

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EB SMART

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Clients

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Edit Tasks

Update fields for all selected tasks. Leave blank to skip.

Start Date Due Date % Complete Assigned To Client

Priority

Flag

Due Time (AC Board and Task Log tickets; blank leaves it unchanged)

Clear

Sub-Status Urgent Deadline (blank leaves it unchanged)

Clear

Check Back On (blank leaves it unchanged)

Clear

Internal note (team only, no alerts) Clear the internal note

Comment (optional: adds a threaded discussion comment)

Row Attachment (optional: attaches file directly to the task row, up to 30 MB)

Filter tasks

Narrow your task list. Filters apply across all view modes.

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Add Task

Create a new task. It will be added to your office's Task Log.

Task Name * Assigned To *

This goes to the AC Board, where any coordinator can claim it. Follow it under My Requests.

Requested for

Replies and updates go to this person, and it shows under their My Requests.

Client (optional) My clients only

If a client is selected, the group will be added to that client's sheet. Otherwise it goes to the Task Log.

Start Date

Due Date

Due Time (optional)

Repeat

Ends on (optional)

Subtasks

Default due date for new subtasks:

That's a lot of subtasks - sure?

Comment (optional, creates a threaded comment on the task) Attachments (optional, up to 5 files, 30 MB each)

Repeating tasks

Each one adds its next task on the day the current task is due. Stopping a repeat keeps the tasks already made.

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Submit a Request

Report an issue, submit a request, or ask a question about this tool.

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