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

16

Update Status and Filters

After the task has been assigned, the task owner can update the status by selecting an option from a custom dropdown list in the Status column. If there are multiple owners, filters are an ideal way to help people cut through the noise. On the Project Plan sheet, we created a shared filter called Tasks Assigned to Me. Anyone viewing the sheet can select that filter and see only their assigned items.
Hover over each step to view a walk-through
A
Click on the Filter button and select Tasks Assigned to Me to see tasks assigned to the current user viewing the sheet. You can also select any of the other filter options to perform other tasks.
B
Click on the dropdown arrow icon next to the Filter Off button in the toolbar to create, use, or modify filters.
Learn More:
Dropdown List
Filters
Shared Filter
Project Plan