Project and Portfolio Management Software Resources

When linking a task to an existing task, it gives a search function to search for the task we're linking, but we can't put in the ID or URL of the task to link it. We have to put the name of the task, which can be challenging if we have tasks with similar names/keywords.

One of my issues is trying to get out of the Excel mindset when I'm setting up a sheet. It seems like I always want to do it backwards (rows vs. columns). We have a project template we are building so that we can duplicate it easily for additional jobs. It's our first project like this and so I'm struggling with making sure that everything we need is on there and that it will collect the data we need. Are there resources I can use to specifically help us build this project.

I would love help with figuring out how to make Smartsheet work for me and my personal work projects, which I might not be collaborating with others on. I need an easy way to add tasks, leave information there for each task, and then be able to easily reference it. I am happy to do a work session with one of your reps to better figure out how to integrate Smartsheet with my workflow. So feel free to reach out to me at agiraud@stedwards.edu.