Project Management with Tasks

dstrempek

I'm new to smartsheet and wanted to know the best way to get a handle on my projects. I manage proactive service agreements for IT work. Usually these agreements are one year long and I understand I can build a sheet with all the details. But when an agreement gets signed I have a bunch of tasks I complete, for example, check the billing, notify the technician of the work, I build out some support tickets, etc. I probably have around 20 tasks I do when a new contract comes in. I know I can build a template possibly a card view and have all the tasks, when a new contract comes in, apply the template and work through the tasks in getting it setup. But that will create a bunch of sheets, basically one for every agreement. And I would also like to see the status of all the agreements on one page. Plus I'm an individual user so I only get 10 sheets. Does anyone have any other suggestions?

Sean Morgan

Hello,

Thank you for reaching out within the Community.

I feel we may have pre-made solutions that may help achieve your goal. These can be found in the Solution Center by navigating to and clicking on the 9 square boxes in the top right corner of the Smartsheet application.

Alternatively, you can use this URL to take you to the same location: https://www.smartsheet.com/marketplace/template-gallery

To retain sheets without it affecting your sheet total, you can Export your sheets to store them locally, or save the sheet as a template. Both of these are still easily accessible, but the Exports will not carry over all formatting, columns or Formulas. See more on this here: https://help.smartsheet.com/articles/770623-exporting-sheets-reports-from-smartsheet

Let me know if you have any questions.

Regards

Sean

Andrée Starå

@dstrempek

Hi,

To me it sounds like it could work to keep everything in one sheet instead. Especially now with the recent improvements.

Is that an option?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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