You’ve worked through the first three stages. You know what Smartsheet is, how to navigate and update your solution, and how collaboration works. This final stage covers where to get help when you need it — and what Prodactive can do for you as your use of the platform grows.
1. Self-serve: Smartsheet’s own resources
For platform-level how-to questions — how a feature works, what a setting does, why something isn’t behaving as expected — Smartsheet’s own resources are your first stop.
Smartsheet Help Centre: help.smartsheet.com — official documentation covering every feature, with step-by-step guidance and screenshots. Search with specific terms for the fastest results.
Smartsheet Community: community.smartsheet.com — over 70,000 peer discussions. The Smartsheet Basics and Formulas & Functions sections are the most active. If you have a question, the answer is usually already there.
Smartsheet University: smartsheet.com/smartsheet-university — structured learning paths for users who want to go deeper into the platform independently.
2. Prodactive’s free resources
The Learning Hub and Skills Check
getprodactive.com/learning-hub — scenario-based quizzes across core Smartsheet topics with instant feedback. A practical way to test your knowledge and identify where you have gaps.
Free templates
| Template | Best for |
| Simple Project Solution | Individual project management — schedule, Gantt view, critical path, dashboard, and tasks-at-risk report. |
| Simple PMO Template | Portfolio oversight across multiple projects — dashboard, project request form, and summary sheet. |
These are two highlights from Prodactive’s wider template library. Browse the full range at getprodactive.com/resource.
Articles and guides
Practical Smartsheet content covering Gantt charts, risk matrices, scheduling constraints, and more, at getprodactive.com/article.
Prodactive on YouTube
Prodactive’s YouTube channel youtube.com/@smartsheetexpert covers Smartsheet from the ground up, with practical video tutorials on project scheduling, dashboards, automations real-world use cases, blogs, webinars and much more. A useful companion to these written guides, particularly if you prefer to learn by watching.
3. What Prodactive can do for you
The resources above answer most day-to-day questions. These are the situations where it’s worth talking to us directly.
| If you’re dealing with… | Prodactive can help with… |
| A Smartsheet setup that isn’t working the way you expected | Reviewing what you have and identifying what needs to change. |
| A team that’s outgrown its current Smartsheet configuration | Designing and building a solution that scales properly. |
| A new Smartsheet implementation | Full solution design and build, from requirements through to go-live. |
| Uncertainty about licensing or which plan is right for you | Honest advice as an authorised reseller — without the pressure of a direct Smartsheet sales conversation. |
| A specific formula, automation, or configuration that isn’t working | Targeted support to fix it, with guidance on what went wrong. |
Prodactive works with organisations across project management, construction, operations, financial services, and more. The solutions we build are designed around how teams actually work — not just what the platform can do out of the box.
4. What not to contact Prodactive about
Being clear about this saves time on both sides.
| Situation | Where to go instead |
| The Smartsheet platform is slow or unavailable | status.smartsheet.com — Smartsheet publishes live platform status. |
| A colleague can’t log in or has forgotten their password | Your internal Smartsheet System Administrator, or Smartsheet Support directly. |
| You need to change a user’s licence type | Your Smartsheet System Administrator. Prodactive can advise, but assignments are made by your organisation’s admin. |
How to get in touch
Use the contact form at getprodactive.com/contact-us. Tell us what you’re working with, what isn’t working, or what you’re trying to achieve. We’ll come back to you with a clear next step.
Ready to get more from Smartsheet?
Whether you’re starting from scratch, improving an existing solution, or scaling what you have, Prodactive can help. Most conversations start with a straightforward scoping call — no obligation, no pressure. Talk to the Prodactive team
That’s the end of the onboarding track.
You’ve covered what Smartsheet is, how to use it day to day, how collaboration works, and where to get help. The platform becomes more familiar quickly.
When you’re ready to go further — more capability, a solution built properly for your organisation, or simply a second opinion on your current setup — Prodactive is the right place to start.
Stay connected
For the latest Smartsheet guidance, templates, and best practice from Prodactive, follow us on LinkedIn. Follow Prodactive on LinkedIn
QUESTIONS?
If something isn’t clear or you’d like to talk through your setup, get in touch with the Prodactive team. We’re here.
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