Page 33 - Customize-Project-Plan-by-tailoring-Smartsheet

Customize your Project Plan
   
by tailoring Smartsheet

11. Create Workspace or Folder

In order to organize a project well, you should store all related items (e.g., sheets like project
plans, various reports, the dashboard) either in a so-called Workspace or in a separate Folder.
What you choose (Workspace or Folder) depends largely
upon your organization (company) and the applicable se-
curity rules. You should know that if you share a work-
space, the rights for the underlying folders get also inher-
ited. Whether you want this, is up to you.

You should also still know that you cannot create a work-
space into an already existing workspace. For that matter
you need to create a folder(s).

© Hans Porzel, 10/2025 | CAPM® (PMI), PSM I® (Scrum.org), Smartsheet Prod. Cert® 2020 Page 33 / 209 pages