Smartsheet Tips and Tricks

Smartsheet Tips and Tricks

35mIntermediate2021-07-27

Authors

Garrick Chow

Garrick Chow

Senior Staff Instructor at LinkedIn Learning

Course details

Smartsheet is a great tool for tracking projects, assigning and managing tasks, sharing documents, and basically keeping all your related project files and data organized in one location. If you're already an experienced Smartsheet user, join Garrick Chow in this course as he shows you some power tips to help you get more from Smartsheet. (And if you’re new to Smartsheet be sure to check out Garrick’s Smartsheet Essential Training course.) Garrick starts by sharing his favorite Smartsheet time-saving tips, like working with built-in templates, autofill formulas, and hidden tricks in the Smartsheet mobile app. Next, he demonstrates tips for viewing data in Smartsheet, including working with dashboards, setting up column filters, and controlling data with column types. Finally, Garrick shows how to automate your work by setting up notifications, update requests, and automated reminders.

Skills covered

SmartsheetProject Management SoftwareTips, Tricks, & TechniquesProject ManagementBusiness Software and Tools

Concepts

Introduction

  • Get next-level productive with Smartsheet

Time-Saving Tips

  • Take advantage of Smartsheet templates
  • Quickly check due dates in Calendar View
  • Autofill formulas in Smartsheet
  • Capture and markup images with the mobile app
  • Attach and proof documents with your team

Tips for Viewing Data

  • Get organized with Smartsheet dashboards
  • Set up column filters in Smartsheet
  • Use Card View to visually manage your work
  • Use column types to control your data

Automation Tips

  • Set up Smartsheet notifications
  • Stay on track with automated alerts and reminders
  • Set up update requests
40,000 Toman