Connecting all of my sheets, dashboards, etc.

FTesseneer

When I first started out, I really didn't know what I was doing. Now I realize I have a lot of disconnect between all of my "stuff." Any ideas on the best way to get organized and get it all together?

Freda

kowal

hi @FTesseneer,

"Any ideas on the best way how to get organised?" My answer: Start using Smartsheet! 😀

but to be more serious - maybe it's bit too late if you already got disconnected on everything but advice:

1. First do some trainings before you start "doing something you did not know what you were doing" - training maybe seems boring but it is the least investment of your time not to put you in the situation right now.
2. If you do not like trainings always have a copy of the solution (save as new) and play with the copied solution instead of life product so if "you do not know what you are doing" you are just destroying backup not live product.
3. Create backups of your workspaces - at least you will get the data back if you destroy something.
4. Contact MasaConsult to help you get out of the situation you are now :)

Hope this helps.

kowal

hi @FTesseneer,

"Any ideas on the best way how to get organised?" My answer: Start using Smartsheet! 😀

but to be more serious - maybe it's bit too late if you already got disconnected on everything but advice:

1. First do some trainings before you start "doing something you did not know what you were doing" - training maybe seems boring but it is the least investment of your time not to put you in the situation right now.
2. If you do not like trainings always have a copy of the solution (save as new) and play with the copied solution instead of life product so if "you do not know what you are doing" you are just destroying backup not live product.
3. Create backups of your workspaces - at least you will get the data back if you destroy something.
4. Contact MasaConsult to help you get out of the situation you are now :)

Hope this helps.

FTesseneer

Hi Thomas,

I understand what you are saying. I have been taking the training. I have taken all of the basic starting classes as well as the Core App Skills classes, that is how I realized I had made a mess of things. And by the way, I LOVE the trainings. I have learned a LOT. It is not that I don't like training, it is the investment of time.

I was sort of "thrown into" Smartsheet with no training in the beginning. I managed to do what was asked of me but then started seeking out training on my own.

Thank you, I am headed in the right direction. I have already started combining things into one workspace.

I just thought someone might have been in a similar situation and be able to give me some words of wisdom.

I do not think it is too late. My manager is very pleased with my dashboard and my project plans. It is mainly the metrics sheets that I need to bring together.

Thanks again,

Freda

kowal

hi Freda,

I know I just gave you advice of what to do before you get into trouble but it's difficult for me to visualise what kind of trouble you are already when you just say "you disconnected everything".

FTesseneer

Hi Tomasz,

It is primarily my metric sheets that I need to combine. I think I have a clear understanding now of what I need to do to get there.

Thanks,

Freda