strategic hospitality initiatives - smartsheet · 2019-09-19 · strategic plan template set...

1

©

smartsheet.com

Template Set Getting Started Guide

Hospitality Strategic Initiatives

Strategic Plan Template Set

Project Sheet (x2)

Master Roll-Up Sheet

Strategic Plan Dashboard

In Progress Report

At Risk Report

2

Hospitality Strategic InitiativesTemplate Set Getting Started Guide

Project Request Sheet

REQUIREMENTS: Business and Enterprise Plan

REQUIREMENTS:

https://smrt.fyi/Get-Set-Strategic-Plan

http://bit.ly/Identify-your-plan

https://help.smartsheet.com/articles/2321743-discontinued-smartsheet-plans

3

Create a New Workspace

Drag the Files into Workspace

Learn more:

https://help.smartsheet.com/articles/2026039-workspaces-overview

https://help.smartsheet.com/articles/522067-workspace-sharing

https://help.smartsheet.com/articles/522237-find-create-manage-sheets-and-other-items-from-the-home-tab?_ga=2.33628705.1463048055.1520553664-197214242.1520553664

https://help.smartsheet.com/articles/506690-managing-items-in-a-workspace-add-move-remove-

https://help.smartsheet.com/articles/2026039-workspaces-overview

4

Update Project Requests Sheet

Project Requests sheet

Learn more:

, ,

E

C

A

B

https://help.smartsheet.com/topics/project-management-gantt-charts

https://help.smartsheet.com/articles/765753-parent-rollup-functionality

https://help.smartsheet.com/articles/504734-hierarchy-indenting-outdenting-rows

https://help.smartsheet.com/articles/516406-creating-a-milestone

https://help.smartsheet.com/articles/518326-creating-hyperlinks-to-sheets-reports-websites

5

Modify Automated Approval Request

Revise Project Requests Form

Project Requests Form, Project Requests Sheet,

Learn more:

A

B

C

A

B

https://help.smartsheet.com/articles/522221-collect-information-form

https://help.smartsheet.com/articles/522221-collect-information-form#editwebform

https://help.smartsheet.com/articles/2476191-save-time-and-work-faster-with-automated-workflows

https://help.smartsheet.com/articles/2479226-permissions-required-to-create-and-edit-automated-workflows

6

Modify the Project Sheets (x2)

Learn more:

, ,

EE

A

E

B C

D

F

D

https://help.smartsheet.com/topics/project-management-gantt-charts

https://help.smartsheet.com/articles/765753-parent-rollup-functionality

https://help.smartsheet.com/articles/504734-hierarchy-indenting-outdenting-rows

https://help.smartsheet.com/articles/516406-creating-a-milestone

7

Adjust Duration and Predecessors

Update Status of Task and Filters

Learn more:

A

B

A

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data#filter_named

https://help.smartsheet.com/articles/504619-column-types#dropdown

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data#filter_named

https://help.smartsheet.com/articles/765737-project-sheet-columns-start-date-end-date-duration-complete-and-predecessors

8

Set Alert for Assigned Tasks

Understand the Health column formula

Learn more:

A

B

https://help.smartsheet.com/articles/2476171-create-and-edit-formulas-in-smartsheet

https://help.smartsheet.com/articles/2476191-save-time-and-work-faster-with-automated-workflows

9

Understand the Completion Progress column

Use the Master Roll-Up sheet

Master Roll-Up sheet

Learn more:

B

A

https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets

https://help.smartsheet.com/articles/2476171-create-and-edit-formulas-in-smartsheet

10

Learn more:

Manage the In Progress report

Monitor the At Risk report

At Risk

In Progress report

Learn more:

A

https://help.smartsheet.com/articles/522214-creating-reports

11

Hospitality Strategic Initiatives Template Set Getting Started Guide

Learn more:

, ,

Update the Strategic Plan dashboard

Strategic Plan

B

C

D

E

A

https://help.smartsheet.com/articles/518547-create-edit-dashboard-portal#editSight

https://help.smartsheet.com/articles/2289957-sharing-a-smartsheet-dashboard

https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#image

12

Share your Strategic Plan Template Set

Learn more:

FEEDBACK: here

https://help.smartsheet.com/articles/522067-workspace-sharing

https://help.smartsheet.com/articles/2476646-infographic-user-types-sharing-permissions-decoded

https://smrt.fyi/Feedback-Strategic-Plan

strategic hospitality initiatives - smartsheet · 2019-09-19 · strategic plan template set...

Documents

smartsheet in marketing marketing panel_vengage (1).pdfupon...

01 introduction 02 jira and smartsheet conclusion … ·...

smartsheet security security abstract this paper introduces...

2007 kf progressreport

brand - smartsheet inc

brand guidelines - smartsheet · pdf filepg 2 smartsheet...

marketing plan - smartsheet inc

progressreport current statusof intestinal...

sa2020 progressreport full proof

semiconductor measurement technology...6)976...

the power of done - smartsheet

2016!volunteer!management!! progressreport ·...

cb progressreport july2018 part-1 final

the total economic impact™ of smartsheet

advanced system administration - smartsheet inc

smartsheet header rev 2

scd progressreport final

stop working and start - smartsheet inc

bureau of standards report ·...

smartsheet + quirky: case study