Meeting/Projects in an academic environment

Deb Schindler

Hi,

I'm chair of subcommittee that reports to the curriculum committee. My subc has monthly meetings, for which I need an agenda, minutes, and materials for the members to access and edit. A large part of our work is reviewing each required course in our curriculum (and there's a process for preparing materials and reviewing). Courses in med school start/end at various times (not the usual fall/spring semester). Parts of both the "Project Tracking and Rollup" set and the "Meeting Management" set seem like they should work. I've been working on two screens trying all kinds of things. What I can't figure out is this:

1. Can I combine elements of these two sets into one Workspace? Or do the "sets" only work as sets with the items currently provided in them?

2. How do I set up my "projects"- i.e. the review of each course (20-25) each of which has 7-8 steps? Setting up each as a separate project seems like a lot of sheets. We have to do this every year. There are lots of project and task sheets available.

Any advice greatly appreciated. Deb

Shaine Greenwood

Hi Deb—

On #1, you can combine them into the same workspace without having to adjust any links/references in the sets. 

You will need to share the items back out to any people working on the sheets with you. You can do this individually or share the whole workspace, more information on this is available in the help center: https://help.smartsheet.com/articles/522067-workspace-sharing

As for #2, You might consider adding your courses and steps to your Project Tracking sheet with a hierarchical relationship by indenting the "steps" rows underneath the parent "course" row. Hierarchy details can be found here: https://help.smartsheet.com/articles/504734-hierarchy-indenting-outdenting-rows

Deb Schindler

Thanks Shaine. Took me a while to find my way back to the discussion where I asked for help . Much appreciated. Deb