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

14

Adjust Alert

An automated alert workflow is a great way to let your team know they have new tasks to fulfill as soon as they are assigned. An alert has been set on the Project plan sheet to notify anyone shared to the sheet right away when a new task has been assigned to them.
Hover over each step to view a walk-through
A
To edit the alert workflow, click on Automation and select Manage Workflows in the dropdown menu.
B
Then double-click on the workflow to edit the criteria.
Learn More:
Save Time and Work Faster With Automated Workflows
Alerts and Reminders
Project Plan