Managing Smartsheet Tasks

2017.03.19 - In process (needs updating from either Stefan or Leah)

1. Everybody should work daily in the 'Global Task List' with their own personal filter on.
2. Personal filters are retained in your personal view, another user cannot override your filter.
3. There will be a 'Personal Task List' in the form of a report taken from the Global Task List is created for each A8'er. You can choose to have a pdf of the report emailed every morning to you, or you can login and open the 'Personal Task List' on the Smartsheet site. Anything new that day will be highlighted on the report.
4. When viewing your 'Personal Task List' on Smartsheet you will be able to mark a task 'Done' and edit the text, but you are not able to add tasks to the list.
5. Adding or deleting tasks must be done in the 'Global Task List' itself.
6. When adding new tasks, make sure to select and 'Assigned To' and 'Due Date', as well as a 'Project Name.'

Smartsheet Back-Up

• Smartsheet is set to back-up all the sheets weekly on Saturday
• Smartsheet backups are located in admin/Operations - Smartsheet BackUp folder. Only the managing partners have access to this folder.