Hi Smartsheet Community,
My name is Chris Miller and I work at Penn State Health as a PM. I’m looking to gather some insight and best practices from others who are using Smartsheet for project planning and team coordination.
Specifically, I’m trying to refine how we manage task assignments for technical analysts within our project plans and would appreciate any input on what’s working well for you.
A few questions I’m hoping to learn more about:
- How are you structuring task creation within your project plans? Do you build all tasks out up front, or create them dynamically as the project progresses?
- How are you handling notifications or update requests for assigned resources (e.g., technical analysts)?
- Are you leveraging automated workflows to trigger alerts, and if so, what conditions are you using?
- Do you find it more effective to send update requests on a scheduled cadence (e.g., weekly), or on-demand based on task changes or approaching due dates?
- Any lessons learned or recommendations on what has worked best for driving timely updates and accountability?
I’m trying to strike the right balance between keeping everyone informed without overwhelming the team with too many notifications.
Appreciate any examples, screenshots, or suggestions you’re willing to share.
Thank you in advance!
Best,
Chris Miller
