Smartsheet Documentation / User manual

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curt0724
curt0724 ✭✭✭
edited 06/18/24 in Smartsheet Basics

Does anyone create "maps" of their Smartsheets and how they are linked or related?

i.e. Is there a preferred method to document our Smartsheets so others understand how they function together?

Also, does Smartsheet have any kind of built-in tool, utility or functionality that makes that easier?

Answers

  • JIDEATTURRA
    JIDEATTURRA ✭✭✭✭✭✭
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    I utilise Lucid to draw process maps, it looks a little like this:

    If this helped, please upvote, it helps me!

  • JIDEATTURRA
    JIDEATTURRA ✭✭✭✭✭✭
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    Lucid has a free trial by the way, but this can also be done in VISIO if you have a subscription to Microsoft.. basically any Swim Lane tool, I find this the best way to articulate the various lanes of the process and what happens where - particularly with Control Centre builds.

    It is also great for demonstrating a simpler solution with Sheets/Reports/Dashboards and how they are interlinked - something initial users get a little confused on, I have noticed in my experience!

  • curt0724
    curt0724 ✭✭✭
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    Thank you! I'll check out Visio.