Introduction
Building a project management solution in Smartsheet
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Smartsheet basics
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1. Solution Initiation
Solution planning
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Permissions and user roles
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Account management and organization
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Initial admin workflows
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2. Solution Planning
Uploading existing data
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Establishing or creating standardized templates
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Template creation part two
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Interlinking and reporting with standardized templates
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Resource allocation and management
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3. Project Creation and Execution
Integrating with other tools
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Project intake template
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Project creation
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Project execution best practices
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4. Project Closure
Archiving completed or cancelled projects
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General data cleanup and maintenance
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5. Program and Portfolio Management
Building a project summary sheet
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Building data summary tables
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Leveraging advanced reports
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Building and maintaining dynamic dashboards
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Data quality processes
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6. Enhancing Team Performance
Improving team collaboration
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Effective use of comments, alerts, and update requests
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Establishing useful automations
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Conclusion
Solution overview
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Recap and key takeaways
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Taking your solution forward
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Ex_Files_Managing_Projects_with_Smartsheet.zip
(55 KB)