Creative Project Management - Help Streamline

lm56

Hi everyone,

I’m a Creative Program Manager working closely with designers, the studio team, and cross-functional teams to ensure projects are released on time. Right now, we use Smartsheet in a very basic way—just a grid with dates. I think my current sheet has too much information and I'd love to streamline.

I’d love to make our setup more visually appealing and easier to digest at a glance for both stakeholders and the creative team. I really like the Card View and would love a way for designers and the studio team to quickly see what’s in their queue. Doesn't necessarily have to be Card View. I'm curious if there are templates that will work for my request.

Does anyone have recommendations on the best way to structure Smartsheet for this? Are there specific views, reports, or automations that have worked well for similar teams?

Here is a link to my sheet - Sheet

Appreciate any insights!

Erin Horiuchi Green

Hello @lm56 ,

I submitted access request so that I can review and provide a selection of options that I have implemented.

Below are solution where I have maximized Smartsheet features.

1) Learning Center Platform (LMS web links/New Hire Survey/New Content Form/Content Change Request Form)
2) Application Ticketing Tool (DataShuttle/Dynamci Drop Downs/Form/Automation/Reports/Dashboards/Dynamic Views)
3) Software Migration SPRINT (Test Scripts/Automation/Reports/Dashboards)

lm56

Hi @Erin Horiuchi Green - thanks for responding. I didn't see a request come through. Can you request again?

Erin Horiuchi Green

Hello @lm56 ,

I think it would be better if we can meet so that I can provide more details of lessons learned. There is a lot of opportunity, but, I need to better understand your different end user needs before providing any recommendations.

Please email me at erin.horiuchi@syneoshealth.com and provide availability thru next week on EST.