Smartsheet DEMO For Project Managers | Sheets | Reports | Dashboards
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- Опубліковано 26 сер 2024
- This Demo of Smartsheet for Project Managers reviews the typical PM setup in Smartsheet.
We cover Sheets, Reports and Dashboards and how they interact to allow PMs to manage their projects easily in Smartsheet.
- Manage Projects
- Manage People
- Save Documents
- Manage Communications
- Manage Processes
All in Smartsheet!
✅ For Questions: Ryan @ WorkflowCreative.com
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#smartsheet #projectmanagement #projectmanagementsoftware
Your way of explaining Smartsheet functionality is very concise and clear. Thank you!
Made my day!! Thank you. I’m glad it’s landing for you. -Ryan
Thanks
You bet -Ryan
Hi! How do you go from a approved request from the intake sheet to a new project plan without Control center? You mentioned an easy "right click" but I didn´t see the linkage of the data in the demo.
Hi there. You would build your set of assets for each project, and put them (including your project plan) in a folder. Feel free to name it "PROJECT TEMPLATE". Then for each project that is approved, someone could receive a notification that they need to take an action. That action would be right clicking on the PROJECT TEMPLATE folder and selecting "Save As New".