Best way to manage Projects, Ad Hoc Tasks, and Reoccurring tasks

jwochna

Hi community.   I'm new to SmartSheet - and we are getting our team of 6-8 set up to try and manage our larger Projects, Ad Hoc Tasks each one us handles, and some of the larger reoccurring tasks (like writing / sending monthly email newsletter).   We probably have 5-15 large projects and 50+ smaller ad hoc tasks. 

Any suggestions on best way to manage the workload & timelines?     Some of our goals are to better understand workload across the teams, keep projects moving and on track, and increase visibility into target dates & when we doing certain things (webinars, events, comms, etc...).

 

Mike Wilday

I can't answer all of those questions right now, but we manage repeating tasks or projects by creating a template section that we copy and recreate as needed. There is no recurring functionality currently within Smartsheets. You could create parent row called templates, and then indent your templated tasks within it. So when there is a need to recall one of those templates you could expand and copy those tasks and paste into your sheet where needed. 

https://help.smartsheet.com/articles/504734-hierarchy-indenting-outdenting-rows