How To Set An Update Request In Smartsheet

Are you tired of constantly following up on status updates for projects? Well, you’re in luck! In this article, you’ll learn how to use Smartsheet to set update requests and streamline your project management process. Say goodbye to chasing after team members and hello to efficient collaboration.

What Is Smartsheet?

Smartsheet is a cloud-based collaboration and project management tool that enables teams to efficiently work together. It serves as a centralized platform for organizing and tracking projects, tasks, and deadlines. With features like task assignments, file sharing, and real-time updates, Smartsheet makes it simple for teams to stay connected and collaborate effectively.

Users can also create and customize project plans, track progress, and communicate with team members. Smartsheet is widely used in various industries, including marketing, construction, and healthcare, to streamline processes and boost productivity.

Founded in 2005 by Brent Frei and Ryan Martens, Smartsheet had a goal of revolutionizing the way teams collaborate and manage projects. Initially, the company began as a simple spreadsheet application but quickly evolved into a powerful project management tool. Over the years, Smartsheet has experienced significant growth and gained popularity among businesses of all sizes. Today, it is trusted by millions of users worldwide and continues to innovate and provide solutions for teams to work smarter and achieve their goals efficiently.

How to Set an Update Request in Smartsheet?

Are you tired of constantly chasing down updates from team members? Look no further than Smartsheet’s “Request Update” feature. In this section, we will walk you through the step-by-step process of setting an update request in Smartsheet. From choosing the rows to request updates for, to customizing the request and sending it to the appropriate people, we’ve got you covered. Say goodbye to endless follow-ups and hello to streamlined communication with this useful tool. Let’s get started!

Step 1: Choose the Row or Rows to Request Updates

To initiate an update request in Smartsheet, follow these steps:

1. Step 1: Select the row or rows that require updates.
2. Step 2: Click on the “Request Updates” button.
3. Step 3: Customize the update request according to your specific needs.
4. Step 4: Choose the intended recipients of the update request.
5. Step 5: Set a due date for the update request.
6. Step 6: Optionally, include a personal message.
7. Step 7: Click “Send” to send the update request.

After the update request has been sent:

1. Recipients will receive a notification via email.
2. Recipients can respond to the update request.
3. The requester will receive the updated information.
4. The updated information will be reflected in Smartsheet.

To manage and track update requests in Smartsheet:

1. View and manage update requests on the “Update Requests” tab.
2. Utilize filters to sort and organize update requests.
3. Track the status of update requests with the “Status” column.
4. Communicate with update providers through comments.

Step 2: Click on the “Request Updates” Button

To initiate an update request in Smartsheet, follow these steps:

1. Choose the row or rows that you want to request updates for.
2. Click on the “Request Updates” button.
3. Customize the update request according to your needs.
4. Select who you want to send the update request to.
5. Set a due date for the update request.
6. Add a personal message if desired.
7. Click “Send” to send the update request.

By following these steps, you can easily request updates from team members and track the progress of your project in Smartsheet. Don’t forget to click on the “Request Updates” button to start the process.

Step 3: Customize the Update Request

To customize an update request in Smartsheet, follow these steps:

1. Choose the row or rows for which you want to request updates.
2. Click on the “Request Updates” button.
3. In the customization options, select “Step 3: Customize the Update Request”.
4. Select the specific recipients to whom you want to send the update request.
5. Set a due date for the update request to ensure timely responses.
6. Personalize the message by adding a personal touch or providing additional instructions.
7. Click “Send” to send the customized update request.

Step 4: Choose Who to Send the Update Request to

To send a request for updates in Smartsheet, follow these steps:

1. Choose the row or rows that require updates.
2. Click on the “Request Updates” button.
3. Customize the update request by providing clear instructions.
4. Choose who to send the update request to, ensuring they have the necessary access.
5. Set a due date for the update request to ensure timely responses.
6. Add a personal message to provide additional context or instructions.
7. Click “Send” to send the update request to the selected recipients.

For best results, consider these suggestions:

• Select individuals who are responsible for providing the required updates.
• Clearly communicate the importance and urgency of the updates.
• Follow up with recipients if updates are not received within the specified timeframe.

Step 5: Set a Due Date for the Update Request

To set a due date for an update request in Smartsheet, follow these steps:

1. Choose the row or rows you want to request updates for.
2. Click on the “Request Updates” button.
3. Customize the update request according to your needs.
4. Select the recipients you want to send the update request to.
5. Step 5: Set a Due Date for the Update Request
6. Add a personal message if desired.
7. Click “Send” to send the update request.

Remember, setting a due date helps ensure timely responses and keeps your project on track. Pro-tip: Consider giving recipients a realistic deadline to provide updates, allowing enough time for them to gather the necessary information.

Step 6: Add a Personal Message

When setting an update request in Smartsheet, step 6 involves adding a personal message. This optional step allows you to provide additional context or instructions to the recipients. Here is a step-by-step guide on how to add a personal message in Smartsheet:

1. Choose the row or rows for which you want to request updates.
2. Click on the “Request Updates” button.
3. Customize the update request as needed.
4. Select who you want to send the update request to.
5. Set a due date for the update request.
6. Finally, in Step 6, you have the option to add a personal message.
7. Click “Send” to send the update request.

Adding a personal message can help provide clarity and context to the recipients and ensure effective communication.

Step 7: Click “Send” to Send the Update Request

To send an update request in Smartsheet, follow these steps:

1. Choose the row(s) you want to request updates for.
2. Click on the “Request Updates” button.
3. Customize the update request, specifying the information you need.
4. Select who you want to send the update request to.
5. Set a due date for the update request.
6. Add a personal message if desired.
7. Click “Send” to send the update request.

Once the update request is sent, recipients will receive an email notification. They can then respond to the request, and the requester will receive the updated information. The updated information will be reflected in Smartsheet.

To manage and track update requests in Smartsheet, follow these steps:

1. View and manage update requests on the “Update Requests” tab.
2. Use filters to sort and organize update requests.
3. Track the status of update requests with the “Status” column.
4. Use comments to communicate with requested update providers.

By following these steps and utilizing the features in Smartsheet, you can effectively send, manage, and track update requests for your projects.

What Happens After the Update Request is Sent?

Now that we have covered the steps to set an update request in Smartsheet, let’s take a closer look at what happens after the request is sent. This section will provide a breakdown of the process, starting from when the recipients receive an email notification. We will also discuss how the recipients can respond to the request, and what happens once the requester receives the updated information. Lastly, we will see how the updated information is reflected in the Smartsheet, making it easy to track and manage changes.

1. Recipients Receive an Email Notification

Recipients who are sent Smartsheet update requests will receive email notifications to keep them informed and engaged throughout the process. Here are the steps involved:

1. After the update request is sent, recipients will receive an email notification.
2. The email will contain details about the request, such as the project name and the specific row or rows that require updates.
3. Recipients can easily click on the link provided in the email to access the update request directly in Smartsheet.
4. Once in Smartsheet, recipients can review the request and provide necessary updates or input.
5. Recipients have the option to respond to the update request directly within Smartsheet or via email.
6. After recipients submit their updates, the requester will receive the updated information in real-time.

This email notification feature ensures efficient communication and collaboration among team members using Smartsheet.

2. Recipients Can Respond to the Update Request

Recipients of an update request in Smartsheet have the ability to respond and provide the requested information. Here are the steps they can follow:

1. Recipients receive an email notification containing the update request.
2. They can click on the provided link in the email to access the update request directly in Smartsheet.
3. Once in Smartsheet, recipients can review the details of the request and the specific row or rows that require updates.
4. Recipients can then input the necessary information or make the requested changes in the designated fields or cells.
5. After making the updates, recipients can save the changes within Smartsheet.
6. The requester will automatically receive the updated information, either in real-time or based on the specified update frequency.
7. The updated information will be reflected in the Smartsheet, ensuring everyone has access to the most recent data.

3. The Requester Receives the Updated Information

After sending an update request in Smartsheet, the requester receives the updated information through a streamlined process. Here are the steps involved:

1. The recipient(s) of the update request respond with the requested information.
2. The Smartsheet platform automatically notifies the requester via email that the update has been provided.
3. The updated information is then reflected in the requester’s Smartsheet.

By following these steps, the requester can easily track and manage the updated information received from the recipients. Smartsheet provides a seamless system for communication and collaboration, ensuring efficient project management.

4. The Updated Information is Reflected in the Smartsheet

When an update request is submitted in Smartsheet, the information is automatically reflected in the platform. This allows for real-time tracking and collaboration, ensuring that everyone is kept up to date. The requester receives the updated information, eliminating the need for manual data entry and reducing the risk of errors. This feature greatly enhances efficiency and accuracy in project management and communication, streamlining the process and providing all team members with the most recent data.

Ultimately, the reflection of updated information in Smartsheet is a valuable feature that simplifies project management and improves overall productivity.

How to Manage and Track Update Requests in Smartsheet?

As a project manager, it is essential to have a streamlined process for managing and tracking update requests from team members in Smartsheet. In this section, we will discuss the various features and tools available in Smartsheet to help you efficiently handle update requests. From the “Update Requests” tab to using filters and tracking the status of requests, we will cover all the necessary steps to effectively manage and track update requests. Additionally, we will also explore how to utilize comments to communicate with those who have been requested to provide updates. So, let’s dive in and discover how to streamline your update request process in Smartsheet.

1. View and Manage Update Requests on the “Update Requests” Tab

To efficiently view and handle update requests on the “Update Requests” tab in Smartsheet, follow these steps:

1. Open Smartsheet and navigate to the desired sheet.
2. Click on the “Update Requests” tab located at the top of the sheet.
3. Here, you can easily access a list of all the update requests sent and their current status.
4. To better organize and sort the update requests, utilize the available filters such as requester, due date, or status.

Pro-tip: Regularly checking the “Update Requests” tab will help you stay on top of any pending or completed update requests, ensuring that your sheet is always up to date.

2. Use Filters to Sort and Organize Update Requests

To effectively sort and organize update requests in Smartsheet, follow these steps:

1. Click on the “Update Requests” tab in Smartsheet to view and manage the requests.
2. Utilize filters to narrow down the requests based on specific criteria, such as requester, due date, or status.
3. Track the status of each request by utilizing the “Status” column, which can be customized to reflect different stages of completion.
4. Communicate with the update providers by using the Comments feature, allowing for seamless collaboration and clarification.

3. Track the Status of Update Requests with the “Status” Column

To efficiently track the status of update requests in Smartsheet, follow these steps:

1. Open the “Update Requests” tab in Smartsheet.
2. Use filters to sort and organize the update requests based on criteria like date or request status.
3. Utilize the “Status” column to track the progress of each update request. Use labels like “Requested,” “In Progress,” or “Completed,” including the recommended label “3. Track the Status of Update Requests with the ‘Status’ Column”.
4. Regularly review the status column to stay updated on the progress of each request.

To efficiently track update requests, it’s recommended to:

• Assign due dates to each update request.
• Communicate with the requested update providers using comments within Smartsheet.
• Regularly follow up with recipients to ensure timely responses.

4. Use Comments to Communicate with Requested Update Providers

Using comments in Smartsheet is an effective way to communicate with requested update providers. To utilize this feature effectively, follow these steps:

1. Open the Smartsheet and locate the desired row or rows.
2. Click on the “Comments” icon in the toolbar to open the comments pane.
3. Type your message or question in the comment box.
4. Mention the specific update provider using the “@” symbol followed by their name or email address.
5. Click on the “Post Comment” button to send the comment.
6. The update provider will receive a notification and can respond directly within the comments pane.
7. You will be notified of any responses and can continue the conversation as needed.

In 2020, Smartsheet introduced the comments feature to enhance collaboration and streamline communication within the platform. This invaluable tool allows users to easily request updates and receive timely responses from team members, ultimately improving overall project efficiency.