Getting Started Tutorial for Customers

rlakin52911

We have built out a 'project portal' of sorts made of up several sheets, reports, and dashboards. I'm looking for anyone who has done the same and/or built a 'getting started guide' for customers to understand how the project will be managed utilizing all these components (information, status, collaborations, etc.).

Anyone built a Dashboard landing page?

Shaine Greenwood

Hello,

Flow charts are your friend, you can use Lucid chart and export as .jpg/.png, then use an image widget on your dashboard to display the flowchart for process.

Another tip is to link to help center articles for people that may have never used certain Smartsheet functionality. There's also a getting started section of the help center: https://help.smartsheet.com/articles/886871-getting-started-checklist

To explain logistics of management, you might consider using a rich-text widget.

Christine Rosenberg

did you find some good tutorials for building landing page? Interested in sharing?