Create a checklist for a smartsheet project workspace setup

Project Setup

Task Management

Communication

  • Create a dedicated channel on a communication platform like Slack or Microsoft Teams
  • Set guidelines for posting and responding to messages
  • Encourage team members to use the discussion board for all project-related communication
  • Set a recurring meeting schedule that works for all team members
  • Share the meeting agenda in advance
  • Assign a meeting facilitator to keep the discussion on track
  • Use email or a project management tool to share updates
  • Highlight key information and action items in the announcement
  • Encourage team members to ask questions or provide feedback
  • Create a culture of transparency and trust within the team
  • Provide opportunities for team members to share ideas and feedback
  • Celebrate successes and milestones together as a team

Resource Management

Reporting

Integration

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