
Smarter Project Management

Do you need to be more organised in managing projects?
The answer is almost certainly ‘yes’, as we can all benefit from saving time. Well, here’s how to use Smartsheet’s template sets to set up a PMO automation BUT with added Smarter Business Processes magic to make it even more efficient and user-friendly.
Our webinar covers a host of PMO related tips and tricks but to get today’s advice, you just need to watch the first 15 minutes.
This will show you 3 key things which will significantly improve the templates and help you create a really slick PMO process.
1. How to download and save the templates so they can easily be shared.
2. How to enhance the intake sheet from the template to add some suggested fields, such as ‘project description’ and an ‘approval outcome date’ so you can track when decisions were made, and also to tweak the text in the project intake form to make it more user-friendly.
3. How to ensure you have the right Automation Permissions on your sheet and add some messages to the approval process to improve your user experience.
These may seem like small things but they assist people in following your process and therefore bring consistency to your working practices and save time by stopping people from procrastinating.
The webinar goes on to explore a whole host of other tips and tricks covering other areas of the template set, but you can find out how to do these three things to the intake sheet by watching just the first 15 minutes.
Watch it here 👉🏻 Smartsheet PMO and MS Teams Tips and Tricks Webinar












