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Re: Weekly Project Status Updates

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patrickkeefe
4 - Data Explorer
4 - Data Explorer

Hi everyone,

I need some guidance on designing a base to support the following scenario.

My product design team is responsible for approximately 30 distinct products, organized into eight groups. We need to provide weekly updates per product to leadership every Friday. The updates will consist of a few bullets per product.

I am not sure how to design the base (and subsequent reporting interface) for these weekly time bound updates.

Any advice will be appreciated so much! Thanks for taking the time to read my question and thank you in advance if you are able to assist!

5 Replies 5

Hm, what issues are you facing setting it up?  Would love to help but I feel like I don't know enough about what you're trying to do or how your workflows are to provide any advice

Ideally how would leadership want to ingest these updates?  How lengthy are these updates?  Depending on the answers to these questions the approach might differ a lot

Thanks so much for the reply!

We need updates assigned to a specific week so leadership can view only the updates that occurred that week. The updates consist of 3-5 RTE bullets. Nothing crazy there. The workflow is pretty basic but so is my base designing ability.

  • Designer 1 adds 3-5 bullets to Product 1 for the week
  • Designer 2 adds 3-5 bullets to Product 2 for the week
  • Designer 3 adds 3-5 bullets to Product 3 for the week
  • Leadership needs to view the bullets for all Products for the week
  • This will repeat every week

Thanks again for the reply and please let me know if I need to clarify further. I really appreciate it!

Hmm ok, I went with the assumption they're single line bullets so it'd look like this: 

Screenshot 2024-10-19 at 9.37.20 PM.png

Screenshot 2024-10-19 at 9.35.53 PM.png
And I went with the assumption they'd want to ingest it via a web page instead of email or something, so they could then use an Interface filtered to only display that week's updates!

Lemme know what doesn't work and I'll see what I can do!

Link to base

patrickkeefe
4 - Data Explorer
4 - Data Explorer

Thank you for taking the time to put together that example! Can you share the formula in the Updates column? I am not to view it (that I can find at least).

Thanks again!

Yeap, sure, it's:

Name & " " & ID

Try duplicating the base into your own workspace; you should be able to view the formulas after that!