Issue (or task) list, associated with a project

ysuzuki

How do you guys manage issues for a project? I'm wondering a way to attach (or associated) a issue (could be task) list at a project sheet level. 

Thanks!

 

 

Marcus Odum

I have a folder for each project. The folder contains the following:

1. Project schedule
2. Issue Log
3. Risk Register (can move to the issue log if the trigger date has been eclipsed.)
4. Sight (Dashboard)

The top 3 items roll into the Sight with links to reports detailing pertinent information (tasks at risk, aging issues, etc.)

Alternatively, you can link the issue log in the sheet. (For example: Create a top level row called issues, and then link that cell to your issue log.)

ysuzuki

Hi Marcus, thank you for your idea. As I'm still new to Smartsheet, could you please elaborate what you mean issue "log?" Is it a sheet that has issues? 

My usecase is pretty similar as yours. I want to show top 3 issues and risks on dashboard (Sight) eventually. 

Mike Andreas

Good thread.  Can I extend the question by asking how people manage actions within a project using Smartsheet, particularly "detailed" ones?  Do you surgically add them directly into the project schedule, defining predecessors for each?  This can make for a messy schedule, but possibly also a very realistic schedule.  This would likely introduce the need for a second project schedule, that is a 10 row rollup/summary of the detailed schedule for reporting and presentation purposes.  I am on the fence between doing this and having an independent Action Log.

In the end, I would like to optimize the relationship among Issues, Risks, Actions, and Tasks for the sake of making Smartsheet tabs as user-friendly as possible.

Andrew Gross

Mike,

Sounds like you are looking for a unified theory of project management.   I think that is a white whale of sorts.

Did you ever find or establish what you were looking for?

 

AEG