New To Smartsheet

richard.byrne

Good morning,

I recently purchased the base version of Smartsheet to help organize a major project. Now that the project is completed, I want explore how I can incorporate it in my day to day work.

Any suggestions of where to start?

Rick

 

Anthony Caole

Welcome to the Smartsheet family! Now that you have that big project under your belt, are there any administrative processes at your work that are particularly onerous, chaotic, or excessively time-consuming? For us here at Three Star, we tackled our travel management by creating a travel log in Smartsheet, and a corresponding form for employees to request travel authorizations. This doubles as our travel logistics management sheet, and we also use the same sheet to track who has completed their travel reports and who hasn't. We do that using a status column, and setting up condition formatting so that any incomplete reports are automatically highlighted in red. This has really streamlined how we manage and track travel! 

JeremiahHorstick

What does your day to day look like?

Andrée Starå

Hi Richard,

What field of business is your company operating in?

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting 

Silvia C Rodriguez

Hello,

I would recommend you to watch this video. https://www.youtube.com/watch?v=mbnxz0ttE9k

 

Gwyneth C

Take a look at the Smartsheet Learning Center (https://help.smartsheet.com/learning-track/get-started). The Learning Center includes tutorials with video and step-by-step information and is organized from "Getting Started" content to more advanced learning tracks. 

Another great resource are Template Sets. You'll find more information on those here:

https://help.smartsheet.com/learning-track/solutions

 

Andrée Starå

Hi Rick,

How did it go? Did you manage to get something set up?

Have a fantastic weekend!

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting