Smartsheet has an abundance of project management templates that keep you on track

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Ehsanuls55
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Joined: Mon Dec 23, 2024 3:25 am

Smartsheet has an abundance of project management templates that keep you on track

Post by Ehsanuls55 »

When you start working in Smartsheet, you have two options: create your project management workflow from scratch or use the platform's basic templates .

Smartsheet templates are the backbone of any project, offering frameworks for virtually anything you might encounter while riding the project management train.
Templates are organized by Industry, Type, and Level. For example, you can choose the Agile Project with Gantt template to visualize tasks in Agile or Scrum teams, identify issues, and keep stakeholders updated.

Take advantage of the Project Budget Template to track planned and actual expenses, attach cost allocations to your projects, and automate approvals for budget changes.

Other favorite project management features include the daily task manager template . It helps you cfo email lists organize to-do lists, check deadlines, and act accordingly. The template allows for real-time collaboration by allowing you to view files and work items attached by your employees.

2. Workflow automation
Smartsheet Workflow Automation Example

Smartsheet Workflow Automation Example

Smartsheet shines when it comes to automating workflows. You don't need to be a computer prodigy to use this feature - Smartsheet's intuitive design makes streamlining repetitive and laborious processes a breeze, giving your team more time to focus on value-adding tasks.

You can automate a Smartsheet workflow using a visual flowchart bubble upload . These collaboration features offer a smart solution that provides a clear view of what needs to be automated and the triggering conditions and consequences.

You can set rules for parallel workflows, helping to automate tasks at any stage, be it procurement or invoicing through its comprehensive project management tools and features.
3. Project and task management
Smartsheet

via Smartsheet

Imagine planning a cross-functional workflow with multiple moving parts within a tight deadline. One wrong estimate can cause the entire project to collapse like a house of cards.

Planning tasks and schedules is the most complicated area of ​​project management, but Smartsheet offers stellar task management features to simplify this frustrating endeavor.

Start with an outline of project goals and milestones then
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