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 Rekas

LCSW, CHt

Jane Rekas is a Licsensed Clinical Social Worker at Turtle Dove Counseling and Hood River DBT, Certified Hypnotist at Hood River Hypnosis, Reiki Master at Rekas Reiki, Astrologer at Astrological Counsel, and Seasonal Color Analyst at Expressing Your Truth.

0 comments:

Post a Comment