Welcome Page for Admins

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Ken Armstrong
Ken Armstrong âś­âś­âś­âś­âś­âś­
edited 05/18/23 in Show & Tell

For all those system admins out there. Here is a quick little helpful idea for you. Set up a welcome dashboard with helpful links and tips. Doing this has help reduce the amount of questions I get on a daily basis. Just add this in the admin center as the welcome page and force it to appear the next time everyone logs in. I have this housed in a Welcome Workspace and share to all new users as viewers.


Ken Armstrong

Smartsheet Operations Analyst, Carelon Medical Benefits Management

Certified Smartsheet Administrator

Be Firm! Be Fair! Be Friendly! Be Honest!!!

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Comments

  • Alison Clancy
    Alison Clancy Employee Admin
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    Love this @Ken Armstrong! Thank you for sharing.

  • Ken Armstrong
    Ken Armstrong âś­âś­âś­âś­âś­âś­
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    @Alison Clancy Thank you!!!!

    Ken Armstrong

    Smartsheet Operations Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

  • Darla Brown
    Darla Brown Overachievers
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    I keep asking our Main Sys Admin to create this for us. We have 7 Sys Admins (5 are IT). Only the remaining two actually use Smartsheet, and I am one. Maybe I'll just create this and let them thank me later LOL

    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP

  • Ken Armstrong
    Ken Armstrong âś­âś­âś­âś­âś­âś­
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    @Darla Brown Its super helpful and recommended for sure. If I were you I would just knock it out instead of relying on others that are as invested in he end result.

    Ken Armstrong

    Smartsheet Operations Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

  • Darla Brown
    Darla Brown Overachievers
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    Agreed. I offered to create a License Request form with an automated approval workflow. They declined. I think they just can't wrap their heads around a concept outside of antiquated systems.

    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP

  • Ken Armstrong
    Ken Armstrong âś­âś­âś­âś­âś­âś­
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    Yeah its hard to get those not bought into the idea to change. I spent four years at my last company trying to get buy in and had small wins from time to time by pushing and chipping away at any negative feedback.

    Ken Armstrong

    Smartsheet Operations Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

  • Pam Tadsen
    Pam Tadsen âś­âś­âś­âś­âś­
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    Ken,

    This is a really helpful idea! I think we're going to look at setting it up with a broader reach (to include other links and contact info across the company), but we already have an employee workspace set up, so this would be a handy and useful addition.

    Thank you!

  • Ken Armstrong
    Ken Armstrong âś­âś­âś­âś­âś­âś­
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    Pam,

    You are more then welcome please take and run with it!

    Ken Armstrong

    Smartsheet Operations Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

  • Darla Brown
    Darla Brown Overachievers
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    I did it! :) Even created the request form with automated workflow lol


    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP

  • Ken Armstrong
    Ken Armstrong âś­âś­âś­âś­âś­âś­
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    @Darla Brown Its Gorgeous!!!!!!!!

    Ken Armstrong

    Smartsheet Operations Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

  • Darla Brown
    Darla Brown Overachievers
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    Thank you @Ken Armstrong !! I just heard back from our Sys Admin. They like it. HAHA!

    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP

  • Ken Armstrong
    Ken Armstrong âś­âś­âś­âś­âś­âś­
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    @Darla Brown That's Fantastic! Just a little push and they are on board. Keep at it!

    Ken Armstrong

    Smartsheet Operations Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

  • Pam Tadsen
    Pam Tadsen âś­âś­âś­âś­âś­
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    I'm creating a dashboard and would like to add a link that opens a new email to our internal help desk in Outlook. I am not finding any information where someone else has done that - is it possible? Thank you, in advance. :)

  • Darla Brown
    Darla Brown Overachievers
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    Hi,

    I haven't been able to create a new message link in the past, so I created a form. Then created an automation that would send them a notification. Is this an option for you?

    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP

  • Pam Tadsen
    Pam Tadsen âś­âś­âś­âś­âś­
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    @Darla Brown

    I will look into your suggestion. We are looking at getting an add-in created and could, potentially, be able to use the URL associated with that add-in; I'll update here when we make some headway. Thanks for your suggestion!