Smartsheet Best practices and Guidelines
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
Comments
-
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.
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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
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