Adding people to a project

jmkeuning

I am brand new to this and am exploring smartsheet. We have a team of ten. We have about 12 projects. Each project is managed by various individuals among the ten of us. Some projects have two people, some have six.

The first thing I am doing is creating a new project for each of our projects.

How do I assign people to the projects? It seems like I should be able to do this independent of any task. If nothing else, these are available resources. Although some people may be stakeholders.

Mike Wilday

Our team creates a workspace which shares the project sheets among all shared users. This will allow users to view any sheet they need to. We then create individual reports based on user (or current user) to allow people to see the things that are specifically assigned to them. There are a myriad of ways to do it. But hopefully this will get you started. 

For more on Workspaces: https://help.smartsheet.com/articles/2026039-workspaces-overview

For more on reports: https://help.smartsheet.com/articles/522214-creating-reports

For more on Current User Reports: https://help.smartsheet.com/articles/529454-viewing-your-assigned-tasks

Andrea B

And if you use resource views you can see across all you resources to see if any are overloaded because they are on multiple projects