Project Management Office

1

Create a New Workspace

2

The Project Intake Sheet Form

3

Copy the Project Template Folder

4

Copy the Project ID

5

Cell Link from the Project Intake Sheet

6

Site / Project Categories

7

The Project Intake Form

8

New Project Approval Request

9

Project Portfolio Rollup Dashboard

10

Modify the Project Plan Sheet

11

Sheet Bonus: Use Baselines to track project status

12

Adjust Durations & Predecessors

13

Assign Tasks to Team Members

14

Adjust Alert

15

Sheet Summary: View or Edit Your Project Summary Data

16

Update Status and Filters

17

Use the Overdue Report

18

Schedule Health Column

19

Monitor the Individual Project with the Site Plan Tracking and Rollup Dashboard

20

Delete the Sample Data from the Project Intake Sheet

21

Share Your New Solution

13

Assign Tasks to Team Members

Assign tasks to individuals by adding their email addresses in the Assigned To column. A contact includes both the name and email address, which drives delivery of automated actions, alerts, reports, and more.
Hover over each step to view a walk-through
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Add contacts in the Assigned To column by individually creating a new contact, or adding an existing contact from your Contact List.
Learn More:
Contact List Column
Manage Contact in the My Smartsheet Contacts List
Project Plan