This isn't really a "Basic" question but more for Admins or people with several Smartsheet Projects under their belt.
I recently got a job working with a few people at a helpdesk that creates Smartsheet solutions for departments in our city.
They don't have a system for project intake/planning yet. So typically we use templates from Smartsheet's Template Gallery and then modify them to fit the needs of the departments that request them.
My problem is that I often get deep into a project only to realize that if I had planned better, the end product would have been MUCH SIMPLER OR EASIER.
For those of you who create/have created Smartsheet solutions for other people, can you please share your wisdom with me??
- What your process is for gathering information, mapping it out, and clarifying it with the customer?
- Do you use a specific layout on every project you do because it works well? Example: Metric sheet.
- Do you have any tools you like to use to keep it organized?
- Is there any other question I should be asking you that would make my job easier and my output better?
I know using Control center and add-ons are great, I do that already. I'm more looking for processes you use and best practices to follow…
Even if you only share one tip here, I'm sure it will help me (and others reading this) tremendously.
THANK YOU ALL!