Getting Things Done (GTD) Action Tracker
Use the Getting Things Done (GTD) methodology to organize your tasks and maximize your time. Handy conditional formatting helps instantly surface important details, like past due tasks. Great for use with your team or personally to stay on track.
Template design and key features
Track task type in this dropdown — edit dropdown values in Column Properties
Check off completed tasks
Enter tasks in the Primary Column (used for Smartsheet automated emails)
Set the task due dates using the date picker
Log status details or other brief notes about each task
Store documents & links on each task row
Alerts & Reminders
Set alerts for due dates & sheet changes
Log task details, comments, & notes
Enable Gantt view to see a timeline
View & edit tasks in a calendar
Organize tasks into collapsible sections
Collaborate in real-time with your team
Request updates on task status
Collect new rows & take action
View & update your task status on the go
Sharing with different access levels
Sharing Your Sheet
Share your task list
Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.
- Viewer: can view and export the sheet, but can't make changes
- Editor: can edit information in cells, add attachments, set alerts, & create discussions
- Admin: can add collaborators, edit columns, & change dependency settings
Share multiple sheets in a Workspace
Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.
Prevent edits with locked rows & columns
Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.
Collaborating on the task manager with your team
Collaborating on Sheets
Collaborate in real-time
Work simultaneously with everyone shared to the sheet. To help you see changes, Smartsheet will notify you when multiple collaborators are working on the sheet.
Highlight everyone's changes
Select the Highlight Changes button to see all recent changes since the last time you viewed the sheet - or within the day, week, month, or a specific date range.
Get a revision history on any cell
Right click on a cell and select View History to see previous values, who made each change, and when.
Format content automatically
Call attention to key information by setting Conditional Formatting rules to automatically format cells based on the values they contain, such as Done.
Getting task updates
Alerts & Reminders
To set an email reminder on any task in your sheet, select Set Reminder from the row menu. Choose the Alerts tab to trigger Reminders for the whole sheet, or to notify yourself & others of changes to the sheet.
Get automatic updates from your team
Send an update request, a special email designed to allow anyone to update rows on your sheet. Select one or more rows, then use the row menu to send a one-time or recurring request for regular updates.
Connecting with your apps
Smartsheet and Google Apps
Send Evernote notes to Smartsheet and add tasks or archive thoughts and ideas. Import any Evernote attribute into Smartsheet, then share the details, assign tasks and use reminders to stay on track. Built by Smartsheet Labs.
Attach your Dropbox files directly to task rows in Smartsheet. Edited documents update automatically in the Smartsheet attachment, so your files are always current.
Connect Smartsheet and Google Calendar to gain a complete view of all your tasks and highlight key dates. Overlay your Google Calendar on to your action tracker in Smartsheet, or publish key dates from your sheet to Google.
How to Set Up a Sheet
Columns in Smartsheet
Smartsheet Mobile Apps