IT PMO Template Instructions

I'm new to Smartsheet and need assistance with using templates. I didn't see instructions on how to use the IT PMO template, but I like the functionality and want to use existing projects to add to the template as well as create new projects from the Intake process. Would love a guide or even one on one support engagement.

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hey @Marquel H

    That template set has a complexity rating of "High" - I'm very impressed that you're new and want to start with this!

    However you're right, since this is a newer template there isn't yet a step-by-step guide on how to customize it for your own needs. May I suggest starting with the Project Management Office template set instead? It has the step-by-step guide but is still fairly complex.

    There are a number of free resources to help you get started in Smartsheet in general in the Help Center, including a number of webinars (see: Onboarding Webinars)

    Cheers,

    Genevieve