From the course: Managing Projects with Smartsheet
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Archiving completed or cancelled projects - Smartsheet Tutorial
From the course: Managing Projects with Smartsheet
Archiving completed or cancelled projects
- Archiving completed or canceled projects is a crucial step in maintaining a lean and efficient Smartsheet solution. It not only helps to keep your workspaces organized, but it also benefits reporting and audit trails, and just makes for a less cluttered system. So now I want to walk you through the best practices of how you can implement this in your solution. Now, the first thing that I recommend that you do again, which follows much of the advice in this particular course, is creating a new workspace to store these files. At which point you have two different options. The first is that you could create a workspace, like you could call it an Archive Workspace, something like that. And in this you could have separate folders. So for instance, you could have a folder for completed projects and also canceled projects. So you almost have a separate place to store both. This would be my preferred approach, but just because it keeps your workspaces down and to a minimum. This is one way…
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