Smartsheet by

maternalhealthinitiatives_edc — 2024-10-11 13:26:50 UTC

All coordinators and leads of project parts have a license

All workplans should be housed in the HV CoIIN “Master Template”

All staff update their own tasks and ensure these updates are completed on a timely basis and at a minimum prior to the collaborative’s planning meetings

Coordinators to support teams with Smartsheet development and implementation

2024-10-11 14:02:37 UTC

Ability to adjust tasks as needed

2024-10-11 14:03:13 UTC

Ability to adjust tasks as needed

lindseylouwho — 2024-10-11 14:03:24 UTC

Training on how the site functions and what your expectations are for each of the collaboratives

maternalhealthinitiatives_edc — 2024-10-11 14:03:54 UTC

These were the best practices Jessica, Olivia, and I came up with in August. Are they still relevant?

maternalhealthinitiatives_edc — 2024-10-11 14:04:10 UTC

Reminders with information about the task due/overdue. I had one alert come through that said something was late but did not give any information on what that was

2024-10-11 14:04:20 UTC

It would be good to put an actual completion date to be able to track trends in things being overdue

2024-10-11 14:04:34 UTC

Standardize agenda of planning meetings to review progress/challenges of any task "in the red"

maternalhealthinitiatives_edc — 2024-10-11 14:05:06 UTC

a way to capture when tasks are marked as completed so i can tell which tasks take me longer and i should devote more time to them if i am consistently struggling to get it done in a timely way

2024-10-11 14:06:48 UTC

Is there a way to sort Smartsheet by things assigned to a particular person? Instead of checking each sheet for items assigned to you, to do the reverse?

svoelker9 — 2024-10-11 14:07:22 UTC

Email notifications when a new task is assigned to me

2024-10-11 14:08:09 UTC

Can external people view all parts of a smartsheet? Do they need a login? What about for internal people without a license?

2024-10-11 14:08:40 UTC

Use the smartsheet to populate our PM meeting agendas?

svoelker9 — 2024-10-11 14:08:57 UTC

More information about what is appropriate to add (any next step, only deliverables, only things with due dates?) and who adds it.

2024-10-11 14:13:01 UTC

a way to set reminders to sync w calendar and send email reminders. if I need to check Smartsheet as well as every other '

"convenient, automated" portal, this will be more burdensome to me than helpful