Best practices for adding instructions to a sheet?

edited 12/09/19 in Using Smartsheet
12/19/18 Edited 12/09/19

Hello! What works well for adding "How To" instructions for a sheet? 

Rather than create a separate document for a User Manual, I'd like to embed the instructions right into the sheet. 

I see two main options:

  1. Using the comment functionality in a row. 
  2. Adding a text column. 

In a perfect world, I'd create as much documentation, forms, etc, within SmartSheet.   Just wondering on what you have found that works best. 

Thanks! 

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Mark,

    My recommendation would be to use a combination of what's needed to explain the How To instruction clearly.

    A combination of the new column description feature and sheet comments work great, and they are easy to keep updated and to add attachments and links if needed.

    Depending on the complexity of the solution I sometimes use row comments to explain something specific for that task or group of tasks. 

    In some scenarios, I also include the instruction directly on the sheet. (removed after a while if ok)

    It depends on the solution, the client and the need of both.

    What do you think?

    I hope this helps you!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • I like that. Thanks, Andrée.   I didn't think of column descriptions! Lot of options.  Just have to try out the best usablity solution. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 12/19/18

    Great!

    Happy to help!

    Happy Holidays!

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • If the information you're filling the sheet out can be form fed, you can also create a webform to feed the data into the sheet. The discretionary copy in the form is infinite (mostly), and I have had great success in using guide text for each form topic which helps get better results to work from. 

     

    CB

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