Project Login
As the owner of a marketig consulting business I need to track many projects that come in to my business via a variety of methods (email, teams, text message, IM). I am looking for a best practice or an idea how I can use SmartSheets, or a template to quickly log a project when I receive it, and then assign to other users.
Thank you,
Carol
Answers
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Hi @CarolD
I hope you're well and safe!
I'd recommend creating a so-called Intake Process and then have that connected to a template project structure.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
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ok, that makes sense. Thank you
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Happy to help!
There are Templates/Template Sets in the Smartsheet Solution Center that could be an excellent starting point.
There is one called Project Intake Template Set.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
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