Hello!

mcullen

I'm excited to learn more from other members of the healthcare community.

Katye

Hi Michelle,

Great to meet you! Would love to hear what you are interested in learning more about.

Cheers,

Katye

mcullen

Hello Katye!

I've only been using Smartsheet for about a year now, so still learning all the features and functionality. When learning a new software, I like to learn all the in's and out's, so it can be utilized to its full potential, and oh boy, is there a lot to learn! I'm hoping to discover new tips and tricks from this group and learn what other healthcare providers utilize Smartsheet for.

I appreciate you reaching out!

Michelle

mcarlson

https://community.smartsheet.com/discussion/comment/444145#Comment_444145

Hi Michelle, nice to meet you. Would love to discuss your current use of Smartsheet!

mcullen

Hello @mcarlson!

In my Smartsheet role, I focus on developing efficient workflows and automating manual processes to streamline daily tasks. Additionally, I design intuitive dashboards to enhance Smartsheet navigation and accessibility. I'm in a place now where I feel pretty comfortable with formulas and automations, and am eager to continue mastering the other aspects as well. :)

mcarlson

https://community.smartsheet.com/discussion/comment/458580#Comment_458580

Sounds like you're doing great!! Are you utilizing Control Center or any Work Apps?

Erin Horiuchi Green

Hello @mcullen.

Happy to discuss how I have been using Smartsheet to work smarter not harder.

Projects Completed:
1) New Hire Onboarding & Integration (Forms, Gantt/Dynamic Views, Reports, Dashboards, Automation, API)
2) Career Laddering
3) Learning Center Hub
4) Training Roadmap
5) Annual Contract T&Cs Change Management

Project In Progress:
1) Help Request Ticketing Solution
2) Multi-Phased Org Restructuring
3) Scrum (Initial/Ongoing Sprints)
4) Ad Hoc Reporting

Smartsheet Feature & Functionality In Play:
1) Group Management
2) Forms
3) Grid/Gantt/Card/Timeline/Board Calendar is just not End User adopted
4) Dynamic Views
5) Formulas
6) Sheet Summary Metrics
7) Project Settings
8) Reports
9) Dashboards
10) Automation
11) API
12) Data Shuttle ⇒ Grid or Gantt (PY script ⇒ OneDrive XLSX) No API Activity Log Pull Feature
13) Data Shuttle ⇒ Data Table ⇒ Grid Connection (PY script ⇒ OneDrive XLSX) No API Activity Log Pull Feature

mcullen

@mcarlson I haven't used the control center or work apps yet, but I'm sure I'll get there. How are you currently using Smartsheet?

mcullen

@Erin Horiuchi Green you're a rock star!

mcarlson

@mcullen We help users use control center to automatically provision new project toolkits (workspaces) from intake data, and WorkApps to create a UI for end users to easily manage and digest data.

Here's a dashboard I created to give you a better idea:

https://app.smartsheet.com/b/publish?EQBCT=a5e29b91fb184af380cd8eaf0cac886b

mcullen

@mcarlson very cool!