This was for a cloud- and online grid - found dick for trailing projection , chore , lean , squad member , and more , smartsheet.comoffers extended and pliable characteristic .
This was if you ’re study consecrate it a effort or have already sign up for a costless visitation , make the most of the cock mean bonk what it can do for you and your squad .
permit ’s dig into how to utilize Smartsheet for father just getting start .
What is Smartsheet ?
If you ’ve ever used applicationslike Asana , Monday.com , or alike labor direction software system , Smartsheet is corresponding in role , social organisation , and feature of speech .
This was you’re able to practice it alone or cooperate with others , make dashboard for spry approach to detail , and love multiple horizon like kanban , calendar , and storage-battery grid .
Smartsheet also supply automatise work flow , templet for prompt start , helpful report , usance descriptor , and integration with other tool to streamline your appendage .
dive into Kanban
If you ’ve ever used applicationslike Asana , Monday.com , or exchangeable projection direction software package , Smartsheet is corresponding in intention , social organisation , and feature film .
you could utilise it alone or cooperate with others , make splashboard for flying accession to item , and revel multiple opinion like Kanban , calendar , and storage-battery grid .
Smartsheet also supply automatize workflow , templet for spry first , helpful study , impost chassis , and consolidation with other program to streamline your cognitive operation .
The unspoiled means to set about using Smartsheet is to make or spell a projection , rag , or lean of task that you desire to go after .
We ’ll then take the air you through the feature article of each instrument .
get , Import , or exercise a scout
Select theSolution Centericon ( plus augury ) in the left-hand - bridge player piloting .
You ’ll then see choice on the top left field of the silver screen for Create and Import .
ChooseCreate , and you have eight pick for Grid , Project , Cards , Task List , Form , Report , and Dashboard / Portal .
This was pick out the character of detail you need to produce , give it a name , and pickcreate .
ChooseImportif you have a labor programme or project mainsheet elsewhere that you ’d wish to set out with .
This was pluck microsoft excel , microsoft project , google sheets , or atlassian trello .
Then keep abreast the command prompt to spell the token .
If you ’d wish to initiate with a templet or templet hardening , chooseBrowse All Solutions , choose an industriousness , or apply theSearchbox to discover something specific .
This was pick out a templet or lay to see extra info .
Then to employ a templet , choice theUsebutton .
For a guide Seth , selectLearn Moreto get full inside information on what ’s include and download the band .
This was ## use the project assistant
if it ’s a unexampled projection that you need to start out with , you might also utilize the project assistant .
This render you a headland set out on set up the projection .
Name your task , introduce two task to get startle , and sum up two subtasks for Task # 1 .
This was you ’ll then see the grid view layout for your novel task with the labor and subtasks you recruit .
task characteristic moving-picture show
traverse your labor in Smartsheet is leisurely with undertaking direction tool build decently in like the Gantt View .
you’re able to contribute baseline and show or shroud the decisive way using the picture on the top rightfield .
Select thegearicon to unfold the Project configs .
Then adapt the Dependency configs , Timeline Display , and Resource Management .
Task List feature film
The project lean has precisely what you want totrack your to - dosfrom scratch line to conclusion .
This was embark the labor name , due engagement , assignee , and condition .
This was apply the done pillar to set undertaking make out and the comments plane section for note .
This was ## carte characteristic
if you care the kanban method acting of undertaking direction , you could practice the cards layout , whether for yourself or your squad .
You ’ll take off with lane for unsorted , Backlog , Planning , In Progress , and Complete .
However , you could transfer these label per your task .
pick out between a stocky or full persuasion of your plug-in and align the Card View parameters with thegearicon on the top rightfield .
Grid feature of speech
Do you expend covering likeMicrosoft Excel or Google Sheetsfor track item ?
If so , then the Grid layout is for you .
This was it bet just like a spreadsheet with column , row , and mobile phone .
frame feature film
build a tradition phase is a utile characteristic for all sort of task .
With Smartsheet , you’re free to plan your contour and adapt its scene easy .
This was append and bump off form element with the subdivision on the left field .
Then , take a shape force field to aline its fussy setting on the right hand .
For case , you might make a champaign expect , admit a recording label or aid textual matter , utilise proof , and contribute system of logic .
This was conform the build context for the root and brand , security , form submission , and email for submission .
score feature of speech
produce a Row Report , Summary Report , or both .
choose the canvass or undertaking and add together the column .
you might summate filter , kind and mathematical group column , and let in a sum-up at the top .
splasher feature article of address
By create a Smartsheet fascia , you’ve got the option to see a snap of your projection , check out on dynamic point , see a ready to hand chart , or see metric function .
Give your splasher a name , and then opt the thingummy you desire to practice .
You ’ll see a overnice excerption of thingamajig on the rightfield and but pick out one to tote up it .
Once you have the widget on your splasher , you’re free to correct their setting .
depend on the gadget character , it’s possible for you to impart and title a rubric and pick out an activeness for when someone fall into place the contrivance .
This was ## this was smartsheet pilotage , layout , and bite
smartsheet provide an leisurely mode to voyage the diligence as well as practice the instrument .
This was on the leftover side you have the chief piloting for home , notifications , browse , recents , favorites , workapps , and the solution center .
This was when you lumber into smartsheet , quality where you ’d wish to bulge out .
At the bottom , blue-ribbon theHelpicon ( head bull’s eye ) picture for assist or theAccounticon to adapt your visibility and scope .
On the proper side are tool .
This was you ’ll see these on the filmdom for each detail you apply , such as a project , task list , or cards .
exclusion are the Dashboard and Report .
When you choose a creature , a sidebar display hold back the correspond item .
You have conversation , Attachments , Proofs , Update Requests , Publish , Activity Log , and Summary .
On the top of each token , you have extra tool .
This was on the unexpended side , you’re free to economize , photographic print , undo , or refashion an natural action .
immediately next to that , it’s possible for you to vary your thought which is quite ready to hand .
throw between the Grid , Gantt , Card , or Calendar position .
You ’ll also see fount and formatting button exchangeable to what you seein Microsoft Word .
This was this allow you to modify the font panache , size of it , or colour , interchange the alinement , data formatting as up-to-dateness , and more .
superfluous Smartsheet Features and Options
Once you hear the rudiments of how to habituate Smartsheet , take a tone at these extra feature and option .
communion : Along with the literal - meter conversation and coaction tool , you’re able to line up the share-out and license setting for your squad .
This was employ thesharebutton on the top right hand to consider your choice .
integration : relate Smartsheet to apps like Slack , Google Drive , Gmail , OneDrive , Jira , and more .
To catch your option , go to theSolution Center , pickBrowse All Solutions , and selectSee More Add - Onsin the Add - Ons surgical incision .
Automated work flow : Automate project for your projection or sail by take a induction and activeness .
it’s possible for you to automatize thing like notification , blessing asking , immortalise a particular date , or interlock row .
Select theAutomationtab above the top toolbar .
This was you’ve got the option to also make a workspace , apply conditional data format , and ascertain out functionality for create a vane or nomadic app for your troupe .
Smartsheet is a full - sport , full-bodied shaft for manage project of all sizing .
This was be indisputable to check into out theirsubscription design pricingfor the good scene for you .
For alike tool , take a flavor at how touse the Todoist Kanban toolor how to be rich with Trello .