PACKAGED SOLUTIONS

ProjectIT

The project management system that simplifies and streamlines your workflow

The project management system helps the team with scheduling and monitoring.

The solution includes a base spreadsheet that populates the picklist and dashboard of the task management solution. In other words, the “Project Management” solution and the “Task Management” solution can be connected via the “Portfolio Summary” spreadsheet in the “Project Management” solution, which contains the names of all projects and the status of each one. The names of active projects will populate the project selection list on the Task Management Kanban cards.
Task Management System - TaskIT

How the System Works

The solution helps share information about the project timeline and deliverables with clients and is essential for ensuring transparency regarding project progress

The process begins by filling out an initiative submission form. The form can be found in the “Initiative Submission Spreadsheet.” Once completed, a request to expand the initiative is submitted, in which the following information must be provided:

Template, Project Type (folder or workspace), and PM

Once this information has been entered, an approval request is submitted. Once the project has been approved, it is created through the TaskIT Solutions Center

The configured project management templates are located in the “Templates” folder within the “TaskIT – Projects” workspace. Whenever a new template is created, the template name is automatically entered into the “Template” column of the “Initiative Entry Spreadsheet.”

All information regarding project initiatives and created projects is uploaded to the “Portfolio Tracking Dashboard.” And all information regarding created projects can be found in the “Portfolio Summary” spreadsheet.

The workspace or project folder is automatically created by the TaskIT Solution Center, a TaskIT product that allows you to replicate Smartsheet structures with variable information based on user-defined parameters.

The system's automatic picklists save maintenance time and ensure that metrics are collected efficiently by preventing discrepancies between the information entered in task Kanbans and the information in project databases.

TaskIT products included in the package

Auto Picklist
With Automatic Picklist, you can make data management more efficient and error-free.
Solutions Center
Designed to boost efficiency and free up your team to focus on what really matters: results.
Scroll up