General questions about setting up company projects

12/30/19
Answered - Pending Review

I literally just started on this yesterday. we have 7 or so departments and projects within each. Our business is a winery--so departments are Production, Hospitality, Wine Club, PR, Marketing etc. Some assignees cross over to projects in other departments. I want to be able to view these in cards by assignee or department. Not sure how to do this. Does it make sense to have one sheet for entire company? Would love to talk to some one before i get to far into populating this to make sure i have it set up right...haven't even looked at reporting etc yet. Thank you!


Also, if i wanted to set up my own project task list...do i use a different sheet?

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Janie,

    I'd happily schedule a free Discovery Call to discuss what would work best for your use-case.

    How does that sound?

    Please e-mail me at [email protected] and well take it from there.

    Happy Holidays!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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