After recently coming on board at Essential and getting through the first few days without too many issues- apart from breaking the internet…and not in the Kim Kardashian sense- the team had a good, old fashioned brainstorming session over coffee and flapjacks.
The goal was to allocate every member of the team their responsibilities and decide who would take the lead on each project. Part of my role as a Digital Account Manager is to ensure that all projects are prioritised, managed and completed on time whilst fulfilling the client’s requirements.
After previously trying various task management systems, we unanimously decided to try out Smartsheet.
Smartsheet is a software as a service (SaaS) for collaboration and work management. For those who have yet to try it, you can use it to- assign tasks, set up alerts, share documents, emails and discussions.
Now, we all get a little nervous trying something new, and as I logged in for the first time I felt a mixture of bafflement and intrigue. With ‘new user’ tours and help boxes popping up at every turn, I didn’t know where to start.
So, I chose a template to ‘play around with’. As I started populating cells (Smartsheet has a very similar layout to Microsoft Excel) I quickly realised that Smartsheet is not only an easy tool to use, it’s fantastic tool to use!
Sharing is caring
You can share your work with other team members to collaborate on tasks, allocate tasks to your team and also share this information with your clients if wish
in a read only format. Setting up the permissions to edit/read only is straightforward and easy to do, so you have complete control over the information you’re sharing.
On top of the game
Stay on top of deadlines with the easy to use alerts. You can add conditions to your Smartsheet so if the status of a task changes you get alerted, or if a task gets allocated to you, you get alerted. You can also view your Smartsheet in Calendar mode using the click of a button. This provides a snapshot of all tasks/projects you’re working on that week.
Another great feature is being able to run a report on your Smartsheet. You may for example want to run a report on all outstanding tasks to share with a client or third party. The report updates live so any changes you make on your master Smartsheet will filter through to your report.
Smartsheet claim their tool is ‘Empowering Marketing Leaders to Work Better’ with Visibility, Flexible Control and Simplicity. In a busy agency, with multiple clients and projects these 3 benefits are vital to improve Account Manager/ Client relations and productivity.