Webinar - Maximize Your Smartsheet Experience

April 17, 2024, 8:00 AM - Erin Harlan in Product Marketing

Smartsheet unifies Workflow, Collaboration, xyz

Example: Request management workflow.

Request Form -> Tracker Sheet ->> Request Report & Metrics Sheet .-> Management Status Dashboard

WorkApps - codeless, e.g., Request Form

Request Tracker Sheet

A la Google Forms & Sheets. New entry highlighted, conditional formatting, e.g. for urgent items.

Automation rules - e.g., approval request submission. Assign tasks, etc.

Left column: Additional tools, e.g. proofing attached documents. Can to a lot within Smartsheet itself, including marking up Word, PDF, image files. Invite reviewers, etc.

Reports

Select sheet, columns, filters along the top of the sheet.

Seems to be essentially to reformat the sheet view.

Dashboards - multiple widgets