View
13
Download
1
Category
Preview:
Citation preview
1
Template Set Getting Started Guide
ClientImplementation
©
smartsheet.com
.
Client Implementation Template Set
Implementation Team Handoff Sheet
Go Live Report
Active Project Report
2
Client ImplementationTemplate Set Getting Started Guide
Implementation Timeline Sheet
User Task Report
Implementation Team Dashboard
Implementation Team Handoff Form
Summary Metrics Sheet
REQUIREMENTS:
3
Client ImplementationTemplate Set Getting Started Guide
Create a New Workspace
Drag the Files into Workspace
Learn more:
Learn more:
4
Client ImplementationTemplate Set Getting Started Guide
Learn more:
, , , ,
Setup the Implementation Team Dashboard
A
B
C D
5
Client ImplementationTemplate Set Getting Started Guide
Learn more:
, , , ,
Setup the Implementation Team Dashboard
G
E
F
Learn more:
, ,
6
Client Implementation Template Set Getting Started Guide
Modify the Implementation Team Handoff Sheet
D
A
C
B
7
Update Service Offering/Package Type and Filters
Edit Automated Workflows
Learn more:
Learn more:
Client Implementation Template Set Getting Started Guide
A
B
B
A
Learn more:
, , ,
,
8
Client Implementation Template Set Getting Started Guide
Modify the Implementation Timeline Sheet
A
D
B
C
E F
9
Client ImplementationTemplate Set Getting Started Guide
Adjust Durations & Predecessors
Learn more:
,
Assign Tasks to Team Members
Learn more:
A B
10
Client ImplementationTemplate Set Getting Started Guide
Learn more:
,
Update Status and Filters
Adjust Automations
Learn more:
A
B
11
Client Implementation Template Set Getting Started Guide
Use the Unique Formulas
=IF(AND([End Date]10< TODAY(), NOT(Status10 = "Complete")), 1, 0)
Use the Included Status & RYG Formulas
The Status Column
=IF([% Complete]14 = 1, "Complete", IF([% Complete]14 > 0, "In Progress", "Not Started"))
The RYG Column
=IF([% Complete]14 = 1, "Green", IF([% Complete]14 > 0, "Yellow", "Red"))
Learn more:
A
12
Client Implementation Template Set Getting Started Guide
Monitor the Upcoming Go Live Dates Report
Monitor All Active Projects
Learn more:
A
Learn more:
B
B
13
Client Implementation Template Set Getting Started Guide
Share the User Task Report
Modify the Summary Metrics Sheet
Learn more:
A
Learn more:
B
A
B
14
Client Implementation Template Set Getting Started Guide
Customize the Dashboard
Learn more:
, ,
A
B
C
D
15
Client Implementation Template Set Getting Started Guide
Share Your Client Implementation Template Set
Learn more:
FEEDBACK: here
Recommended