Best Practice for Control Center managed links in project templates

When we developed our templates with the Smartsheet rep years ago, they mentioned it was important to keep certain 'metadata' in the second column, and that there should not be another column between the primary and second column. Below is an example of the navigation section and the summary section at the top of our WBS plans.

The navigation hyperlinks to the other sheets in the project template

The summary section cross links to our metadata / metrics sheet.

After several years now, I have had these columns out of order on projects, and columns in between, and it makes no difference. I am wondering if the advice was best practice or a requirement of earlier versions of control center. So my questions:

  • Can control center manage updating links in multiple columns (not just the one adjacent to the primary column) when it provisions the project?
  • Specifically, I would like to change the navigation section to one row (instead of a roll up task) where the hyperlinks go across the columns in the top row… is that OK?
  • In summary, do I have to limit myself to that second column when using control center for updating hyperlinks, and cell linking info back to the metadata / metrics sheet?

Thanks!

Tim

Best Answer

  • Gia Thinh
    Gia Thinh ✭✭✭✭✭✭
    Answer ✓

    Hi Tim,

    By default, Smartsheet will make the cell-link from Intake sheet to the project template in the column right next to the primary column (the Data column below). However, you can specify other columns in the "Target column" field for the cell-links when you setup the new Blueprint in Control Center.

    • Specifically, I would like to change the navigation section to one row (instead of a roll up task) where the hyperlinks go across the columns in the top row… is that OK? » Yes, it's OK.


    Gia Thinh Technology - Smartsheet Solution Partner.

Answers

  • Gia Thinh
    Gia Thinh ✭✭✭✭✭✭
    Answer ✓

    Hi Tim,

    By default, Smartsheet will make the cell-link from Intake sheet to the project template in the column right next to the primary column (the Data column below). However, you can specify other columns in the "Target column" field for the cell-links when you setup the new Blueprint in Control Center.

    • Specifically, I would like to change the navigation section to one row (instead of a roll up task) where the hyperlinks go across the columns in the top row… is that OK? » Yes, it's OK.


    Gia Thinh Technology - Smartsheet Solution Partner.