New To Smartsheet

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! 

Hi Richard,

What field of business is your company operating in?

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting 

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