Saturday, March 19, 2011

smartsheet: the power of done

I think I've found it!  The ultimate organizer for your to do lists, and more!  It's http://smartsheet.com/


Project Management



Some of the popular templates available with smartsheet:
  • Project Tracker: An easy way to track the latest status of project tasks.
  • Issue Tracker: Track issue status and resolution - great for IT, Help Desk or project teams.
Marketing
  • Event Management: A good starting point for planning and executing your event.
  • Marketing Dept. Goals: Track high level goals and actual performance against target metrics.
Sales
  • Sales Pipeline: Keep it simple - contact info, sales stage, forecast amount, close date and next steps.
  • Client Contact List: Track key client information in a sheet that can be shared.
Legal & Finance
  • M&A Due Diligence: Grouped tasks for collecting due diligence information in an M&A transaction.
  • IPO - Time & Responsibilities: Schedule of tasks for the key phases of an Initial Public Offering.
Nonprofit Organizations
  • Charity Auction - Donated Items: Keep a record of donated items, item value and donor info.
  • Donor List: Share donor info and coordinate outreach efforts.
Non-Business
  • Wedding Planning Checklist: Month-by-month countdown for planning and executing a wedding.
  • Home Remodel Punchlist: A simple layout for tracking items to be completed before sign-off on your remodel.
Homework
  • Here's an example of smartsheet used for a college course syllabus of projects 

Jane Leu Rekas

LCSW, CHt

Jane Rekas is a Licsensed Clinical Social Worker at Western Psychological and Counseling Services, in Gladstone, and Certified Hypnotist, Reiki Master, and Astrologer.

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