This article describes how to create an individual Smartsheet for members of the Professional Learning team as well as connecting it to the personal and group calendars. Updated 11-07-2020
- DO NOT DELETE any test assignment row until after you add your first assignment row following the test row.
- Check to make sure the total days is accurate located in the column before the PLS Event.
- Then delete the test row.
- Enter by a form from a name on the dashboard. All Regions, 1 California, 2 Northwest, 3 Southwest, 4 Great Plains, 5 Great Lakes, 6 Southeast, 7 Northeast
- Enter directly from your personal assignment sheet.
- Enter manually on your assignment sheet.
- Click on the floppy disk icon at the left (OR)
- Save using the shortcut: command "S".
Please refer to the instructions below when filling out the "PLS Event" field in your Personal Form.
- Use initials for the State where the work is assigned -OR- VL if Virtual (i.e. VL, MN, WI, MI, IL, etc)
- Use first initial and last name (i.e. BBrusoe)
- In parenthesis indicate the Event Category or the work being done. Then the cohort or city (FFI Cohort 5 Sessions 1-6, FFI Days 1-3 San Diego, ISV San Diego, Coaching, Info Meeting, Conference, Travel, Vacation, Other, Project, etc.)
E.g.:
CA - BBrusoe (FFI Days 1-3 San Diego)
VL - BBrusoe (FFI Cohort 5 Sessions 1-2)
CA - BBrusoe (BoE San Diego)
VL - BBrusoe (BoA Cohort 3)
CA - BBrusoe (ISV San Diego)
VL - BBrusoe (ISV Clovis, CA)
WI - BBrusoe (Travel)
WI - BBrusoe (Vacation)
Please refer to the instructions below when filling out the "Event Category" field in your Personal Form.
Select VL or IL of the correct event, ones that are not listed are Other of VL or IL. Overall, if the category is not there, then Other.
e.g. Project work that needs to block your calendar so you wont be scheduled for a learning event on that day is Other.
- VL-FFI
- VL-BoE
- VL-BoA
- VL-BoD
- VL-Other
- IL-FFI
- IL-BoE
- IL-BoA
- IL-BoD
- IL-Other
- ISV
- Coaching
- Info Meeting
- Conference
- Travel
- Vacation
- Other
Please refer to the instructions below when filling out the "Contract # (If Contracted)" field.
- If the event is contracted, add the contract # here.
- In the description in the PL Event field, indicate where in the contract this is. i.e. Days 1 & 2 of 5.
- When the contract is completed, add a comment to the row tagging your RPLC. Refer to step #7 below if you need instructions on how to tag your RPLC.
Go to the left side of the row you are in and click on the message bubble and pen icon.
- Click to add a comment.
- From there you can write your comment and tag your RPLC by typing in their email address/contact name.
- Click the blue arrow to save your comment.
- You can tell if someone has left a comment because the message bubble will be highlighted in blue at the end of the row.
1. Syncing your Smartsheet to Google Calendar (This step only needs to be done one time.)
- Step 1: View your Smartsheet in Calendar View.
- Step 2: Under the file menu, choose Publish to Google Calendar.
- Step 3: Slide the ‘Off’ button to ‘On’ in order to sync.
Note: When you publish your PL Assignments Smartsheet to Google Calendar a new google calendar is created. This calendar is NOT added to your Personal CPM Google Calendar. You will need to follow the directions below to copy your published PL Assignment Google Calendar events separately to your Personal CPM Google Calendar.
2.1. Step 1: Turn on your personal Assignments calendar
2.2. Step 2: Click on the Assignment (a pop-up window appears)
2.3. Step 3: Choose the Three Dots icon.
2.4. Step 4: Select the Copy to option for your Personal CPM Google Calendar.
3. Your Assignments will now be on your Personal CPM Google Calendar which gives you options to add notes, links, location, and invite guests. Other CPM employees will now be able to view your personal CPM calendar to see your work schedule and availability.Note: When making any needed edits to an Assignment you will have to go back to your PL Assignment Smartsheet. Edits made in Google Calendar do not populate back into your PL Assignment Smartsheet.
Note: When making any needed edits to an Assignment you will have to go back to your PL Assignment Smartsheet. Edits made in Google Calendar do not populate back into your PL Assignment Smartsheet.
- This section is for issues that come up with a quick explanation.
- Watch the video for a demo on how to fix five of the issues or check out the image descriptors below.
- PL Assignment Sheet Issues Video
- Check to see if a filter is on.
- If so, turn the filter to "Filter Off".
- The Sheet Summary has data on all of your events.
- Click the Sheet icon at the far lower right to toggle it on and off.
- The additional columns for ISV is at the far right of the sheet.
- Use the scroll bar below to move to the columns at the right.
- The additional columns are in Blue or Green
- To view only the ISV rows, turn the filter on to ISV.
- Invalid Data can occur the the Total Days column if you hit return before adding the start and end dates.
- If you add or delete information in blank rows, it could disrupt the formulas.
- Delete any extra rows and bad data rows to fix the problem.
- For more information, watch the video above.
Not all of the PL assigned events may show on the first page of the Regional Calendars and All Regions Calendar. If a specific calendar date has too many events on one day, some events will be "hidden", or moved onto the next page.
To see more events listed on a calendar date, click the blue "Next" button shown at the bottom of the calendar. Keep scrolling through "Next" until you find your event listed.