#general
General Discussions & Topics
Thread
Hello! Does anyone have any Excel/Google Sheet templates for a project management tracker for case studies? Right now we are tracking ~50 case study efforts across different products, stages, etc. and I need to keep this information organized for myself to project manage, as well as for others from multiple departments to easily check. This sheet includes customers that we want to ask for a case study, and tracking their approval, along with all of the other steps. Our case study efforts are usually in progress for around 6+ months since we start before implementation, and then end a few months after go-live, so there are a lot of small intricate steps to keep track of for a while. The sheet that I have right now is getting muddied between all the intricate steps, so would be interested to see what others are using.
I second Asana! I was managing mine in a google sheet, but it became too complicated and also something else I had to update. I can share how I was using a google doc, but Asana is just perfect for all the small little steps and also creating an easy way for leadership to see what is coming soon!
Ah I LOVE Asana! Unfortunately my organization moved us off Asana and onto Smartsheet around a year ago. But maybe I can use this as more of a reason to move back... If someone wants to just view the tracker, not contribute to the changes, do they also need to have a seat in Asana?
@Jennifer Eberhart Sending you a spreadsheet. It's not perfect. We're actually working on overhauling this whole approach today 🤪 but might be a jumping off point!
Just chiming in that you can share your Asana board with guests (no seat required), but sometimes the billing happens based on how many users have a company email (e.g. @companyname.com) so you may unfortunately get dinged with additional costs if you're sharing with coworkers
If you don't have resources for Asana or Monday (I LOVE both), you may be able to hack examples from those tools into an Excel. I am managing things a bit differently in my new role, but my former teammate, @Kara Bankhead might be able to share an example. General tips for management even on Excel, though, would be to have a column for an overall due date for each customer/case study, as well as the date that the next step in your process is due. And one other tip, sometimes you can't make what works for you as the project manager work for others, as it is. You might want to create some alternate views or pivot tables to give people a look at what they need or an overview.
And yep, I got dinged by sharing before. 😳 So you have to export from your tool and share or make sure you're adding folks in a view-only way.
These are great tips. Thanks so much!
If you're using SmartSheet I would highly recommend connecting with Steve Lampert and Michelle Heimerl on the PMM and advocacy teams there. They did a presentation at CustomerX Con, and I believe they said they had templates or workflows using SmartSheet for case studies.
Thank you!!! So good to know!