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The Status Sheet

The heart of the system is the Status Sheet which your team will use to share the most important information that will help you stay in sync. Each team should have a single sheet. But if you are a member of multiple teams, you can be a member of multiple sheets - one for each team.

Parts of the Status Sheet

sheet screenshot

  1. Date tab bar - this shows the due dates for each of your status updates. The current status update date will be on the leftmost one.
  2. Configuration icons
    • SettingsSettings - brings up a screen that allows you to change the set of sections, the schedule, and the sheet members. This button will only appear for sheet administrators.
    • OptionsOptions - allows you to execute commands to flip the sheet axis and to show sheet details.
  3. Sections - each section provides a specific pieces of information for a column's status update. In this example, there are 5 sections: Objectives, KPI, Accomplishments, Challenges, and Notes.
  4. Edit status update - by clicking on this button, you will be taken to the sheet status update form where you can enter data for each section.
  5. Columns - each column represents status update data for a person or project that will be entered for each week.

The Status Update Form

Each user uses the Status Update Form to enter their weekly status updates. Depending on which template and customizations are used on your sheet, you may see different form entries.

Here is how a status update form looks like on a desktop browser.

status sheet form

Here is how a status update form looks like on a mobile phone.

status sheet form iphone

Choosing a Status Sheet Template

Not all companies or teams track the same status information. That's why Kutano allows you to pick from different pre-built templates for common status tracking patterns.

A Status Sheet template is a pre-build collection of sheet sections. Kutano provides a number of pre-build templates to get you started but you can also create your own templates if multiple teams want to share the same collection of sections and settings. See About templates for more information.

Here's the dialog that allows you to pick from the available templates. Notice that you can preview each of these before you use one.

Choose template

Customizing the Status Sheet

While templates are great at getting you started, you may want to customize the sheet to more closely match how your team tracks status and progress.

Customizing the sheet sections and layout

A Status Sheet is made up of multiple sections allowing your team to collect the most relevant data or statuses each week. For example, a marketing team may want to collect Objectives, KPIs, Accomplishments, Challenges and Notes as their sections. An engineering team may want to keep Accomplishments, Goals, and Problems as their sections. When you add a section, you will be able to choose from a number of section types that help you collect and display the section data in an optimal way. Section types include Text, Number, Objectives, Metrics, Goals, Accomplishments, Problems, and many others.

Sheet-customize

In the example above, the sheet is configured with 5 sections: Objectives, KPI, Accomplishments, Challenges, and Notes.


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