From the course: Managing Projects with Smartsheet
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Interlinking and reporting with standardized templates - Smartsheet Tutorial
From the course: Managing Projects with Smartsheet
Interlinking and reporting with standardized templates
- Interlinking your project toolkit templates is a powerful way to streamline your project management processes in Smartsheet and help you and your teams tremendously. This approach ensures that data can flow seamlessly throughout your solution and between various different templates. As such, it can introduce a lot of automation and reduce manual work, and not only that, and perhaps best still, it allows for you to create impactful reporting effortlessly and from the outset as you roll out your solution. So I now want to walk you through the process of interlinking and the benefits of doing so, and also some best practices along the way. So I'm going to start by opening up our Admin Workspace, and specifically the Project Toolkit Template repository that we have been creating throughout this course thus far. So I want to share with you an example of interlinking in action. So if I open up the project dashboard as an example, if we look here on the right hand side, there is a widget…
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