What is the TaskIT Solutions Center?
O TaskIT Solution Center is a tool developed exclusively by TaskIT that uses the Smartsheet API to automate project creation and management. With this solution, companies can eliminate repetitive tasks and significantly speed up the process of starting new projects.
The tool was designed for PMOs (Project Management Offices) and managers who need to standardize project creation, ensuring that all necessary artifacts are automatically generated based on pre-defined templates.
How does the Solutions Center Work?
The TaskIT Solutions Center automation process follows a structured flow:
1. Data Entry via Form
Using the Smartsheet API, the TaskIT Solution Center allows you to automatically generate projects and update portfolios at the push of a button.
With the TaskIT Solution Center, you will be able to create projects automatically, based on information from Smartsheet itself, such as approvals, reaching dates or enriching initiatives, reducing manual work.
From an initiative insertion spreadsheet, information is collected and, with the definition of the project creation trigger, a set of items with the collected information is created.
In the following example, project initiatives are entered via the form:
2. Analysis and Approval
Initiatives computed via the form undergo analysis and approval:
3. Automatic Project Creation
As soon as the initiative is approved to become a project, the project control package is created with several Smartsheet items with data collected from the insertion spreadsheet:
Key Benefits of TaskIT Solution Center
Time and Error Reduction
Automation eliminates the need to manually create each spreadsheet, dashboard and report. This not only saves hours of work, but also significantly reduces human errors in project setup.
Project Standardization
All projects are created following the same template, ensuring consistency in the data structure and facilitating the consolidation of information into portfolio dashboards.
Scalability
Whether creating 1 or 100 projects per month, the Solutions Center maintains the same efficiency and quality in generating artifacts.
Integration with Existing Workflows
The solution integrates perfectly with Smartsheet automations and other corporate systems via API.
Automatically Generated Components
When a project is approved in the Solution Center, the following items are automatically created:
- Project Folder: Organized structure to store all artifacts
- Schedule Spreadsheet: With pre-defined phases, tasks and milestones
- Project Dashboard: Executive view of status and KPIs
- Reports: Configured status report templates
- Forms: To collect updates and additional information
Use Cases
Corporate PMOs
Companies with a large volume of projects can standardize and accelerate startup while maintaining portfolio governance and visibility.
Engineering and Construction Companies
Each new project can have its control structure created instantly with the necessary documents and spreadsheets.
Agencies and Consultancies
New clients or campaigns can be onboarded quickly with the entire management structure ready.
How to Implement the Solutions Center in Your Company
TaskIT offers specialized consultancy for implementing the Solutions Center. The process includes:
- Requirements Analysis: Understanding the specific needs of your operation
- Solution Design: Creation of templates and automation flows
- Implementation: Development and configuration on your Smartsheet instance
- Training: Training the team to use the solution
- Support: Monitoring and adjustments as needed
TaskIT difference
How official Smartsheet partner in Brazil, TaskIT has proven expertise in developing customized solutions. The TaskIT Solutions Center is just one example of how we can help your business get the most value from the Smartsheet platform.
Next Steps
Do you want to know how the TaskIT Solutions Center can transform project management in your company? Get in touch with our team for a personalized demo or visit our training program to learn more about Smartsheet features.
Smartsheet Solution Center: Templates and Accelerators
The Smartsheet Solution Center is a rich repository of templates, solution sets, and accelerators that let you launch projects quickly with pre-configured frameworks and built-in best practices. Taking advantage of this feature can save hours of manual configuration.
What You Find in the Solutions Center
1. Individual Templates
Spreadsheets ready for immediate use:
- Project timelines (Gantt)
- Task and activity trackers
- Budgets and financial control
- Inventories and asset management
- Editorial calendars
- Sales pipelines
2. Solution Sets
Complete packages with multiple components:
- Complete PMO (spreadsheets, dashboards, reports)
- Marketing campaign management
- Employee onboarding
- Request management (intake)
- OKRs and goal tracking
3. Accelerators by Industry
Sector-specific solutions:
- Civil construction and engineering
- Technology and development
- Marketing and agencies
- Human resources
- Finance and operations
How to Access the Solutions Center
- In Smartsheet, click on the “+” icon to create new item
- Select “Browse Solutions” or “Template Gallery”
- Use the filters to find by category, use case, or industry
- View the preview before adding to your workspace
- Click “Use” to create copy in your account
Customizing Templates
After adding a template, you can customize it:
| Element | How to Customize |
|---|---|
| Columns | Add, remove or rename as needed |
| Automations | Adjust triggers and actions for your flow |
| Forms | Modify fields and validations |
| Dashboards | Add widgets and adjust layout |
| Reports | Configure filters and displayed columns |
Popular Templates and Their Uses
Project Management
- Project Plan: Complete schedule with Gantt
- Issue Tracker: Problem and bug management
- Sprint Planning: For agile teams
Operations
- Budget Tracker: Budget control
- Inventory Management: Inventory management
- Vendor Management: Relationship with suppliers
Human Resources
- Employee Onboarding: Integration of new employees
- Training Tracker: Training monitoring
- Time Off Request: Vacation Requests
Creating Your Own Templates
You can turn your spreadsheets into reusable templates:
- Configure the spreadsheet with the desired structure
- Remove specific data while keeping generic example
- Save as template through the menu
- Share with your team or organization
- Document instructions for use
TaskIT Templates
In addition to native templates, TaskIT developed specific solutions for the Brazilian market:
- Project management with national PMO methodology
- Controls adapted to Brazilian legislation
- Templates in Portuguese with local terminology
- Integrations with popular systems in Brazil
Discover our trainings to learn how to create and customize templates, or visit our consultancy for customized solutions for your company.
