I am trying to create a task sheet with several projects on each row with phases

pegpru

I am looking to have over 50 projects in one sheet and track the various high level stages of each project by assigning to the next resource. Can I put the stages as a drop down coulumn and as each team member finishes their stage they can assign to the next resource? What would be a good template to use? I am very new at smartsheet…. just a beginner.

mcarlson

Hi!

Yes, using a dropdown column to track stages and assigning the next resource in each stage can be an effective approach in Smartsheet for managing multiple projects in a single sheet. Here’s how you can set it up:

1. Create a Dropdown Column for Stages: Set up a column with a dropdown list for each stage of your project workflow. This way, each team member can update the status as they complete their stage.
2. Assign Resources: Add an “Assigned To” column with a contact list. This allows team members to assign the next resource directly from Smartsheet once their part of the workflow is complete.
3. Automation Rules: Consider setting up automated workflows to notify or alert the next resource when the stage changes. For example, you can create a rule that triggers an alert or assigns the task when a new stage is selected.

For templates:

• Project Tracking and Rollup: This template lets you track multiple projects in one sheet and is great for high-level visibility.
• Project Pipeline Template: This is useful if you’re managing multiple projects with specific stages or phases and need to see where each project stands in a pipeline format.

Using these templates as a base, you can customize them with dropdown columns for stages and assign resources as each project moves forward.

Please feel free to email me for further assistance!

mcarlson

Hi!

Yes, using a dropdown column to track stages and assigning the next resource in each stage can be an effective approach in Smartsheet for managing multiple projects in a single sheet. Here’s how you can set it up:

1. Create a Dropdown Column for Stages: Set up a column with a dropdown list for each stage of your project workflow. This way, each team member can update the status as they complete their stage.
2. Assign Resources: Add an “Assigned To” column with a contact list. This allows team members to assign the next resource directly from Smartsheet once their part of the workflow is complete.
3. Automation Rules: Consider setting up automated workflows to notify or alert the next resource when the stage changes. For example, you can create a rule that triggers an alert or assigns the task when a new stage is selected.

For templates:

• Project Tracking and Rollup: This template lets you track multiple projects in one sheet and is great for high-level visibility.
• Project Pipeline Template: This is useful if you’re managing multiple projects with specific stages or phases and need to see where each project stands in a pipeline format.

Using these templates as a base, you can customize them with dropdown columns for stages and assign resources as each project moves forward.

Please feel free to email me for further assistance!