Level 1

Level 1

Task and request management including 1 sheet and 2 reports.

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Overview

This introductory solution package will get you up and running in Smartsheet to track your tasks, requests or other items in Smartsheet. Our solution experts will partner with you to build a standardized submission process for individual tasks or requests and a standardized process for managing the completion of each task or request. This introductory solution will help you eliminate pain points from your current task/request management processes and reduce confusion between teams.  At the end of this engagement, you will have the skills to use your solution to address your business pain points and understand how to manage your solution.

 

This package includes:

 

What does this solution look like?

Solution Components Included:

  • 1 Intake sheet with Submission Form
  • 2 Reports

Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data.

 

 What does this engagement look like?

What to Expect: 

Solution Services delivers each project using a phased approach.  Delivering against this methodology ensures the team can quickly understand your vision and processes, build the solution, deploy, train, and provide guidance for ongoing support and optimization to maximize the value. 

 

Engagement Timeline: 2-5 business days*

 

Engagement Timeline - Level 1  

Typical Duration (2-5 business days)

*Can be expedited based on customer needs and availability


 Preparing for the Engagement: 

Prior to Kick off: 

  • Identify your Key Decision Maker and Solution Admin
  • Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release. 
  • Internally align on your business goals and the objective of this engagement.
  • Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
  • Come prepared to discuss your timeline.  Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
  • Explore Smartsheet University and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

Overview

This introductory solution package will get you up and running in Smartsheet to track your tasks, requests or other items in Smartsheet. Our solution experts will partner with you to build a standardized submission process for individual tasks or requests and a standardized process for managing the completion of each task or request. This introductory solution will help you eliminate pain points from your current task/request management processes and reduce confusion between teams.  At the end of this engagement, you will have the skills to use your solution to address your business pain points and understand how to manage your solution.

 

This package includes:

 

What does this solution look like?

Solution Components Included:

  • 1 Intake sheet with Submission Form
  • 2 Reports

Note: Solutions do not include rolling metrics (e.g. month-over-month, etc), resource time-tracking, or uploading of existing data.

 

 What does this engagement look like?

What to Expect: 

Solution Services delivers each project using a phased approach.  Delivering against this methodology ensures the team can quickly understand your vision and processes, build the solution, deploy, train, and provide guidance for ongoing support and optimization to maximize the value. 

 

Engagement Timeline: 2-5 business days*

 

Engagement Timeline - Level 1  

Typical Duration (2-5 business days)

*Can be expedited based on customer needs and availability


 Preparing for the Engagement: 

Prior to Kick off: 

  • Identify your Key Decision Maker and Solution Admin
  • Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release. 
  • Internally align on your business goals and the objective of this engagement.
  • Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
  • Come prepared to discuss your timeline.  Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
  • Explore Smartsheet University and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

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