Requirement Collection Checklist
Collect, organize, and communicate new project requirements with this detailed outline. Includes sections for discovery, analysis, and use cases. Helps to build the foundation for your development process by tracking status, priority, and key dates.
Template design and key features
Track task progress for each action item with Harvey balls
Enter the requirement in the Primary Column (used for Smartsheet automated emails)
Enter a description of each action to be taken
Summarize necessary requirement documents (BRD, PRD, MRD, SRD)
Indicate the priority of each requirement using the symbol dropdown
Check off when each requirement has been reviewed
Show approval status visually using RYG balls
Add the key date for a requirement or task
Add an explanation of why the key date was chosen for the requirement
Store presentations, forecasts, & reports
Alerts & Reminders
Set alerts for key dates & sheet changes
Log details, comments, & notes
Enable Gantt view to see a timeline
View & edit requirements in a calendar
Organize actions into collapsible sections
Collaborate in real-time with your team
Request updates on requirement status
Collect new rows & take action
View & update your checklist on the go
Sharing with different access levels
Sharing Your Sheet
Share your plan with your team
Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.
- Viewer: can view and export the sheet, but can't make changes
- Editor: can edit information in cells, add attachments, set alerts, & create discussions
- Admin: can add collaborators, edit columns, & change dependency settings
Share multiple sheets in a Workspace
Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.
Prevent edits with locked rows & columns
Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.
Collaborating on the checklist with your team
Collaborating on Sheets
Collaborate in real-time
Work simultaneously with everyone shared to the sheet. To help you see changes, Smartsheet will notify you when multiple collaborators are working on the sheet.
Highlight everyone's changes
Select the Highlight Changes button to see all recent changes since the last time you viewed the sheet - or within the day, week, month, or a specific date range.
Get a revision history on any cell
Right click on a cell and select View History to see previous values, who made each change, and when.
Format content automatically
Call attention to key information by setting Conditional Formatting rules to automatically format cells based on the values they contain, such as Status or Reviewed.
Getting updates from your team
Alerts & Reminders
To set an email reminder on any action in your sheet, select Set Reminder from the row menu. Choose the Alerts tab to trigger Reminders for the whole sheet, or to notify yourself & others of changes to the sheet.
Get automatic updates from your team
Send an update request, a special email designed to allow anyone to update rows on your sheet. Select one or more rows, then use the row menu to send a one-time or recurring request for regular updates.
How to Set Up a Sheet
Columns in Smartsheet
Attachments in Smartsheet