New User and I am lost!

Beehappy01

Dear friends, I have been using smartsheet for about a month now but I see that I do not have my sheet set up correctly in order to use the cards view or make a report. I have various small projects that I am tracking with a few deliverables and only a handful of resources. I want to be able to quickly produce a summary report for upper management at any time. But since my sheet is not set up correctly I can't figure out how to make a report. I would also like to create a form for the input of a new project so that I don't have to type it in Grid View and each project has the same field requirements. I have tried starting from a template, but I'm not sure how to do that either! I am lost. Will smartsheet set up the sheet for me and then I can just maintain it? I need newbie help here to get started. Thanks community. Please point me in the best direction!

Eric Law

Hello @Beehappy01 It would be best for you to post some screenshots of what you have and describe what you want. Not really sure what to help you with since there is very little information that you are providing.

Also, if you just need help with all things Smartsheet, I recommend you go to https://smartu.smartsheet.com/ and go through some of the presentations. Primarily the core apps. https://smartu.smartsheet.com/page/core-product-resources