Choosing a Task List vs a Project
So, I have a question that on the surface might have obvious answers but want to think through the potential implications for choosing a Task List vs a Project.
In theory a Project should have a defined start and finish for all tasks. A Task List essentially becomes a "to do" list.
Tell me what I might be missing please.
Task List Pros:
* Can be set up quickly
* Preset to enable due dates and check boxes for completion
* Can still assign people tasks and associated task status
* Can still set up reminders for "Assigned To" resources
Task List Cons:
* Dependencies are not available
* Workflows not available
Comments
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HI Sebastion, you are mostly correct although workflows are available and you could use cell linking within your sheet or to/from other sheets to mimic dependencies.
Dan
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Dependencies can still be available on a task list.
The only real difference is essentially what you have mentioned already. Evolving "To Do" vs static list of tasks working towards a common goal.
The biggest driving factor for what is "best" is going to depend on your specific use case.
.
Do you need to just keep track of day-to-day tasks and your regular workload? Task List.
Do you need to keep track of everything that needs done to accomplish a defined goal? Project.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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What is the best way for my "project" Contributors to update their respective tasks in a project plan and have the same information flow to project task list and personal task list? Additionally, what is the best to set up/configure personal task lists for resources that have daily/weekly tasks and project tasks? Think small non-profit, very small, Office Administrator. Thanks!
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Hi @Rhonda Dubs
I hope you're well and safe!
It depends. 😉
- What Smartsheet Plan do you have?
- Can the users access everything, or are there any restrictions?
If it's ok that they can access the project plan, I'd recommend using a current user filter and reports with the current user set in the configuration.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic 4th of July weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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Perfect! Thank you so much for the help. I appreciate it.
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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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