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Template Set Getting Started Guide
ClientImplementation
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smartsheet.com
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Client Implementation Template Set
Implementation Team Handoff Sheet
Go Live Report
Active Project Report
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Client ImplementationTemplate Set Getting Started Guide
Implementation Timeline Sheet
User Task Report
Implementation Team Dashboard
Implementation Team Handoff Form
Summary Metrics Sheet
REQUIREMENTS:
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Client ImplementationTemplate Set Getting Started Guide
Create a New Workspace
Drag the Files into Workspace
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Client ImplementationTemplate Set Getting Started Guide
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Setup the Implementation Team Dashboard
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Client ImplementationTemplate Set Getting Started Guide
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Setup the Implementation Team Dashboard
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Client Implementation Template Set Getting Started Guide
Modify the Implementation Team Handoff Sheet
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Update Service Offering/Package Type and Filters
Edit Automated Workflows
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Client Implementation Template Set Getting Started Guide
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Client Implementation Template Set Getting Started Guide
Modify the Implementation Timeline Sheet
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Client ImplementationTemplate Set Getting Started Guide
Adjust Durations & Predecessors
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Assign Tasks to Team Members
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Client ImplementationTemplate Set Getting Started Guide
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Update Status and Filters
Adjust Automations
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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"))
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Client Implementation Template Set Getting Started Guide
Monitor the Upcoming Go Live Dates Report
Monitor All Active Projects
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Client Implementation Template Set Getting Started Guide
Share the User Task Report
Modify the Summary Metrics Sheet
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Client Implementation Template Set Getting Started Guide
Customize the Dashboard
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Client Implementation Template Set Getting Started Guide
Share Your Client Implementation Template Set
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