Creating specific onboarding checklists based on the project

Options

I am new to Smartsheet and am wondering whether or not I can create specific checklists based on the type of project that can easily be incorporated into an overall tracker. Any suggestions or reference videos would be helpful.

Thank you.

paul e. reeves, CBAP

Austin, Texas

Houghton Mifflin Harcourt

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Paul Reeves

    I hope you're well and safe!

    Yes, you can.

    One way would be to have different templatized structures with the different onboarding checklists included.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.

  • Paul Reeves
    Paul Reeves ✭✭✭✭✭
    Options

    Hi Andrée

    I am safe and doing well.

    Yes what you are saying does make sense. I found a Recurring Task List that I will modify. Would I create a separate list for each task? Can I link them to a task drop-down list or do they need to start out separately and then linked to the overall project checklist?

    Thank you very much for your help.

    Cheers,

    Paul

    paul e. reeves, CBAP

    Austin, Texas

    Houghton Mifflin Harcourt

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @Paul Reeves

    You're more than welcome!

    It depends. You could have everything in one sheet with different sections or one sheet per list.


    Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.