PMI Madison Chapter

SmartSheet Project Management Collaboration

Smartsheet’s online project management templates allow you to seamlessly manage your team, time, and tasks. From a project management chart to project tracker, a project management spreadsheet improves visibility and keeps your project on track.

Project with Schedule & Budget Variance

Gantt Project Budgets


Gantt Chart

How to work with Alerts and Notifications plus automatic updates

Basic Project with Gantt & Dependencies

This sheet helps you manage your project, and provides an easy-to-grasp visual timeline for your team and clients. Update tasks, manage dependencies, track progress, and store project files — all in one shared sheet.

Change dates & set dependencies
Click and drag the edge of a Gantt bar to instantly change dates. Drag one bar onto another to set a dependency.
Set milestones
Enter zero in the Duration column to set a milestone. To work tasks back from a milestone, set Start-to-Finish (SF) dependencies on preceding tasks.
Use the Zoom buttons to shift between Weekly, Monthly, and Quarterly views.
Gantt settings
Click the Gantt chart's gear icon to change settings like dependencies and workdays.


Sharing with different access levels

Share your project with your team
Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.
  • Viewer: can view and export the sheet, but can't make changes
  • Editor: can edit information in cells, add attachments, set alerts, & create comments
  • Admin: can add collaborators, edit columns, & change dependency settings
Share multiple sheets in a Workspace
Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.
Prevent edits with locked rows & columns
Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.

Customizable Columns 


Collaborative Features

File Attachments - Store documents & links on any row
Alerts & Reminders - Set alerts for due dates & sheet changes
Comments - Log conversations, emails, & notes
Gantt Chart - See task dates & dependencies
Calendar View - View & edit tasks in a calendar
Row Hierarchy - Organize tasks into collapsible sections
Sharing - Collaborate in real-time with your team
Update Requests - Request updates on task status
Web Forms - Collect new rows & take action
Mobile App - View & update your project on the go



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