Hi.
I am setting up smartsheets. I have managed to set up the project management basics (task list with grouping categories, dates and so forth) and am working with the restrictions that Smartsheet has.
I need to store other data about my projects, and importantly, I want my users to be be able to pick up a template which is ready to go and doesn't need them to manually do any cell linking.
Other data, in addition to a task list is:
Basic project data - who the manager is, project ID, other data of this nature
Risk information - for 9 different variables, what are the risk levels?
Milestones - what are the milestones for the project and the associated dates? These might be appropriate for integration with a task list...I'd have to think
I'd also want data such as the basic project data inserted against the task rows in a hidden column so that the report I run for all the projects in a workspace contains things like the project ID without the user having to add this for every task row in their template.
My initial thought was to use 2 tabs...but apparently Smartsheet only has one tab.
My next thought was to use a pair of linked templates...but apparently you cannot link templates.
My next thought is to make some space at the top of the sheet for this data - but that really messes with the data model and isn't really good practice in setting data out. I could probably work around it by having a hidden column with "ignore" or something to exclude it from reporting (for example, I might have project ID above the column containing the tasks - but it isn't a task!). This seems less than ideal.
I could perhaps use a form an tuck this data out of the way on the sheet somewhere, but again this seems messy.
What's best practice here?
thanks
