Project Management with Gantt Template Tutorial

In this video we walk you through how to use Smartsheet's Project Management with Gantt template.

Learn how to customize the template to add, track and manage tasks and dependencies for any type of project. Drag-and-drop editing makes it easy to make changes even if you're new to working with Gantt charts.

You'll also see how to collaborate in real-time and stay current on project progress.

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Smartsheet is a work management tool in a familiar spreadsheet layout. With millions of users in more than 175 countries, Smartsheet helps businesses of all sizes improve productivity, collaboration, and efficiency. Learn how Smartsheet can help you get more done in less time at http://www.smartsheet.com

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Get tips on using Smartsheet and discover new features with some more helpful videos:

Resources for New Smartsheet Users: http://bit.ly/new-smartsheet-users-resources

Working in Smartsheet: http://bit.ly/working-in-smartsheet

Smartsheet Overview: http://bit.ly/smartsheet-overview-video

Gantt Chart View: http://bit.ly/ganttchartview

Make a Gantt Chart with Dependencies: http://bit.ly/ganttwithdependencies

Work Smart Webinar: Project Management for Non-Project Managers: http://bit.ly/project-mgmt-non-project-mngr

More Productive Email with Smartsheet for Outlook: http://bit.ly/smartsheet-for-outlook

Smartsheet and Google Apps for Work: http://bit.ly/smartsheet-google-for-work Learn more at https://www.smartsheet.com/

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Closed Caption:

Hi, I'm Jenny. I'm part of the team here
at Smartsheet.
I use Smartsheet every day to manage my
marketing projects and programs.
I'm excited to walk you through how to
use a project management template.
Smartsheet templates are flexible and
can be used to manage
any type of project from construction
and services to manufacturing and HR
I'm going to modify this one
to help manage the marketing activities
for an upcoming product launch
I'll start by using the grid to add project information and explain the special column properties as I go along
Then I'll show you how to work in Gantt View
and end by going over how to share your
sheet and use the collaboration and automation tools
to help manage your project
The key column in any sheet is the Primary Column
The Primary Column is where you track unique items like tasks
It's also where I can show the hierarchy or relationship between tasks
I'll modify this template to include all my project tasks
Hierarchy lets me focus on different sections of the project
and automatically rolls up information like start and end dates
Now, I need my team to make this launch a success
so I'll assign owners to every task
because the Assigned To column is set up as a contact list
Smartsheet searches my contacts and displays a list of matches to choose from
Now I haven't shared the sheet yet, so the only person who knows
I've assigned a task to someone is me
I'll add dates to show how long tasks take
Columns with date properties have a date chooser
I can also use a Start Date and use the duration column to calculate the End Date
Now that I've added project info, I'll work with the sheet as a Gantt chart
I'll zoom in for more detail
and change the end date for sales tools
to give myself a few more days to work on this
I'll also use drag-and-drop to make Pricing
Strategy a dependency of Business Case
and change the Gantt Settings to show task labels
To make it easier to see which tasks belong to me
I'll use conditional formatting to make my tasks Smartsheet blue
To share my sheet, I'll go to the Sharing tab
I'll add everyone who is involved with or needs to keep tabs on the project
but I'll give them different permissions. I'll make Alex an admin so he can be my backup
He'll have the ability to change anything in my sheet
and add other collaborators
The rest of the team will be editors
They can edit and add to the sheet but not make any big changes
Then there are other stakeholders, like the Sales Team,
who will be viewers so they can track our progress
but not make any changes
Now that I've set up the sheet and shared
it,
I'll use it to keep track of important links and files
like this financial forecast
I'll also add notes from team meetings to Discussions
This keeps everything about the project in one place
but out of my inbox
To stay on top of key dates I'll create
reminders for task owners
here on the Alerts tab
and use Update Requests to get the current information, like percentage complete,
from each task owner
Everyone shared to the sheet is automatically notified of changes
and can see that the launch is on track
And that's how to use our Project Management Template
To learn more, check out our blog, video, or Help Center