Workspaces for multiple team members - getting started.

Bryan Zabonick

Hello -

We are wanting to build out Smartsheet for our internal Project Management team to use with clients as well. I've used Smartsheet in the past and want to make sure we set up the structure correct to begin with. Below are our goals.

 - Each team member is able to manage multiple projects each with their own sheet that is shared with an external user (client).

- Each team member will need a report and dashboard to show all tasks and pertinent information across all their projects.

I know the above is easily accomplished with workspaces and reporting. However the next bullet point is what I'm stuck on.

- We also need the ability as the Team Manager to see all team members and their projects for reporting/dashboarding, but we don't want each team member to see other team members sheets.

Is this possible? I was going to do a workspace for each team member and then they would have their own workspaces for types of client but I see we can't do workspaces within workspaces.

Thanks for your help.

Andrée Starå

Hi @Bryan Zabonick

I hope you're well and safe!

Which Smartsheet plan do you have?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bryan Zabonick

@Andrée Starå I believe I'm on the Enterprise plan. I work for a large company and they gave me a license a few days ago to start implementing the tool for our project management.

Andrée Starå

@Bryan Zabonick

Happy to help!

Excellent! Then you at least have access to the Premium App, WorkApps, but I would need more information to make any recommendations.

Are you open to bringing in outside help?

Bryan Zabonick

@Andrée Starå Yes I do have WorkApps in my login. I would need to get any outside work approved, but certainly open to discussion. I've used Smartsheet in the past and we didn't set it up right to begin with and it led to major issues down the road.

Andrée Starå

@Bryan Zabonick

Excellent!

I'd be happy to schedule a free discovery call to discuss your needs and how I might be able to help.

How does that sound?

Please e-mail me at andree@workbold.com, and we will take it from there.

Have a fantastic weekend!

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