Smartsheet Best practices and Guidelines

daoppong

Hi

My company has charged a group of us to develop Smartsheet usage best practices/guidelines to be adopted across the Agency. We have made some progress as we have met with all"super users" of Smartsheet and solicited their ideas/inputs. This is a great start. However, I would like to know if anyone in the community has developed something like that(Smartsheet usage Best practices/guidelines) and would not mind sharing some thoughts with me. I would greatly appreciate that. We categorized the write up under the following headings:

BECOMING A SMARTSHEET USER-TRAININGS/ONBORDING

RESPONSIBILITIES OF SMARTSHEET USERS

SMARTSHEET USE FOR SENSITIVE DATA

WHEN A LICENSED USER IS LEAVING THE COMPANY

WHEN QUESTIONS ARISE

Thanks

Daniel

Teri Stabler

Good morning Daniel. I work for a local government and our department uses smartsheet so heavily that we needed to draft somewhat of a set of rules/guidelines for use. Happy to share and hope it helps you.

1.6.1 B Smartsheet User Guidelines.pdf

daoppong

Hey Teri,

Thank you so much for your response and the shared document. This is incredibly informative and helpful. I very much appreciate you.

Best,

Daniel