How to handle project collateral (working documents)
We have developed a project package and curious how people handle project collateral documents (workbooks, guides, powerpoint templates) to make it part of the overall package.
What would be the best way to associate add-in files with a project package (dashboards, sheets, reports) so if I copy a package template package, new files (decks, guides, etc.) are also part of the package.
Fairly sure Im not explaining this succinctly...
Comments
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Hi,
There are several ways to set it up and what works best depends. Here are some options.
- Stored as Workspace attachments
- Stored as Sheet attachments
- Stored as row attachments
- Link to another storage service (DropBox, Google Drive or similar)
- Stored and structured in a portal
Would that work for you?
I hope this helps you!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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