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SMARTSHEET SIMPLE SOLUTION TUTORIAL

Download for free along with our guidance notes:

Note you need to be logged into Smartsheet to access the form. 

While Smartsheet is pretty intuitive, as it is so flexible,  knowing where to get started and to understand the range of what you can achieve with it can be daunting.

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To help people get a fast start and to supplement the range of Smartsheet training materials readily available, we've created a simple solution tutorial where you will get to use the key element of Core Smart​sheet. 

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This is one of many solutions we have created to help people get the most out of Smartsheet and unlock potential in them and their organisations.​

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Any questions or for our support and further templates >>get in touch!​​​<<

Don't have a Smartsheet account?  Get a >>30-day free trial here<<

'Working with Rich has been a blast. Not only do you get a Smartsheet wizard that is able to turn ideas into sound solutions, but you get a strategic partner that challenges you with over 25 years of PPM and Pharma experiences.' 

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Abdullah Almiqasbi, Genmab​

Abdullah Almiqasbi.png

Tutorial Overview

What do you need: Core Smartsheet

 

Complexity: Low

 

What’s included:

  • Smartsheet Solution Example

    • Tasklist

    • New task submission form

    • Tasklist report

    • Tasklist Metrics Report

    • Tasklist Metrics Sheet

    • Tasklist Dashboard

  • Step-by-step guidance notes​

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Purpose: to provide a step-by step guide for you to follow so you can create your own simple solution on Core Smartsheet.

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By following the tutorial, you will become familiar with creating and using the core elements of Smartsheet, which are:

  • Sheet

  • Form

  • Report

  • Dashboard

and you will also familiarise yourself with:

  • Basic formulas

  • Sheet summary

  • Linking sheets

  • Metrics sheet

Learning objective:

For more great content to help upskill in Smartsheet, check out our YouTube channel:

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