PM 101
The 3 levels within a Work Stream. *Hint: the first one is Project
What is a Project, Task, and Subtask?
*Most* tasks take ____ to complete
What is 1-3 weeks?
One reason project management and planning are so important?
What is:
One of the most important parts of project management is the planning phase
Planning is the best way to get organized and stay focused on what exactly needs to be done
It’s an organized and methodical way to achieve goals and objectives
Focuses on the big picture and enables the team to complete deliverables on time
Having a plan boosts project performance and success rates
It improves team communication and ensures the best use of resources
It makes it easier to track project goals and outcomes
It helps keep all collaborators aligned and creates accountability
The plan keeps the timeline and deadline on track in one place
It helps managers track project status and allocate human resources across the office
What Smartsheet system helps you stay informed and act on important updates and tasks?
What is Notifications?
Type of user who has fairly limited capabilities within Smartsheet. They cannot create sheets, report, workspaces, insert columns, but they manipulate items within an already created sheet, etc.
What is an Unlicensed User OR Collaborator?
A specific, temporary, large undertaking that requires significant effort with a predetermined deliverable. Typically ranges at least across a 3–12 month timeline with an end date.
What is a Project?
Lowest level of work that cannot be broken down any further.
What is a Subtask?
_________ is capable of sharing sheets.
What is Everyone?
The sharing permission level you should give to someone you want to own the sheet (create, edit, etc.)
What is an Owner OR Admin?
The frequency that you should you take a look at your Smartsheet projects and update your assigned items, as a best practice
What is Once a Week (at a minimum)?
An activity or unit of work that is typically completed in 1-3 weeks.
What is a Task?
_____ is the best way to get organized and stay focused on what exactly needs to be done. It is also one of the most important parts of project management.
What is Planning?
The Level of Effort option in which a task is completed in 4-8 hours (within 2-6 days)
What is Medium level?
The optimal amount of time to to save your project/sheet (if your goal is to preserve your changes).
What is 10 minutes?
One example of something that can only be changed by a licensed Smartsheet user.
What is create, manage or delete Smartsheet items, add, rename, hide/unhide columns, change column properties/type, change pre-existing permission levels, publish sheets or reports. etc.?
*Most* subtasks take ____ to complete
What is 1-5 days?
The application of knowledge, skills, tools and techniques to project activities to meet the project requirements.
What is Project Management?
If you fail to ___, you are _____ to fail!
What is plan and planning?
The sharing permission level you should give to someone you want to only see the sheet (not to edit).
What is a Viewer?
What is one example of a helpful addition to conversations within Smartsheet?
What is Tagging with an @ sign OR Attaching files?