using one sheet or multiple sheets

Karen Orlando

Hi,

I am brand new to Smartsheet and want to know how I determine whether or not I put multiple topics on one sheet or on separate sheets.  I am working with budget-related topics.  For example, I don't know if it makes sense to create one sheet with all phases of budgeting  (quarterly forecasting, budget development, budget approval) or to put them on separate sheets.  What factors determine this?  Are there tutorials or other resource materials folks can recommend?

Thanks so much for your help!

Karen

Andrée Starå

Hi @Karen Orlando

It depends!

I always try to keep my client solutions to as few sheets/items as possible.

The criteria that affect it the most.

• Sharing, who else needs to work in the sheet and how
• Permissions, who should have access, confidentiality
• How many rows are needed and how often would you reach the limit
• Archive, weekly, monthly, yearly
• Ease of use
• And more, so it depends 😉

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

To add.

Here are some helpful help articles.

https://help.smartsheet.com/learning-track/best-practice-webinars/collaboration-best-practices

https://help.smartsheet.com/articles/1155182-sharing-permission-levels