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Best Practices for Organizing Multiple Similar Projects in SmartSheets
We just started the 30 day team trial. What is the best way to organize multiple similar projects in SmartSheets in order to create a consolidated view of them? For example, 10 clients are going through a similar process (with a little customization to each process). We have a basic template, which is turned into a sheet for each client and then customized as needed. The goal is to see a roll up view (calendar) or roll-up report for all clients.