Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community,
I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your recommendations and success stories!
Thanks in advance for sharing your insights!
Best Answer
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This is a fun question to answer, I could write a novel, but I'll try to be brief :D
For PMO one of the most impactful add-ons would be Smartsheet Control Center since this would save you a lot of time in creating projects and linking and rolling up reporting of each individual project at the portfolio level. Smartsheet's own Control Center is a great option. If you don't have access to it or can't get it, there are other options that I could tell you more about.
Going on with the Smartsheet Premium apps, depending on how granular you need to have your viewing and editor permissions, then Smartsheet's Dynamic View or Workapps are a huge benefit.
Smartsheet Bridge is something I like to leverage in more complex builds to manage keeping dropdown columns in sync or to perform reporting across many sheets where using Control Center doesn't quite do the job or is too complex to manage.
Smartsheet DataMesh is one of my new favorites in large builds for taking a report that has data from many sheets and then bringing that data into a sheet for metrics or summarization purposes.
For the Smartsheet developers maintaining your solutions, SSFeatures is a great asset to help with things like managing Conditional Formatting changes from your templates to your exisitng projects.
I could go on…. but will stop there for now!
Darren Mullen, join the Smartsheet Guru Elite
Get my 7 Smartsheet tips here
Author of: Smartsheet Architecture Solutions
Answers
-
This is a fun question to answer, I could write a novel, but I'll try to be brief :D
For PMO one of the most impactful add-ons would be Smartsheet Control Center since this would save you a lot of time in creating projects and linking and rolling up reporting of each individual project at the portfolio level. Smartsheet's own Control Center is a great option. If you don't have access to it or can't get it, there are other options that I could tell you more about.
Going on with the Smartsheet Premium apps, depending on how granular you need to have your viewing and editor permissions, then Smartsheet's Dynamic View or Workapps are a huge benefit.
Smartsheet Bridge is something I like to leverage in more complex builds to manage keeping dropdown columns in sync or to perform reporting across many sheets where using Control Center doesn't quite do the job or is too complex to manage.
Smartsheet DataMesh is one of my new favorites in large builds for taking a report that has data from many sheets and then bringing that data into a sheet for metrics or summarization purposes.
For the Smartsheet developers maintaining your solutions, SSFeatures is a great asset to help with things like managing Conditional Formatting changes from your templates to your exisitng projects.
I could go on…. but will stop there for now!
Darren Mullen, join the Smartsheet Guru Elite
Get my 7 Smartsheet tips here
Author of: Smartsheet Architecture Solutions
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