Our Solutions help organizations streamline their workflows by offering tailored tools for capturing, tracking, and managing plans, resources, and schedules.
MPM is a process that uses modern techniques and strategies to deliver proj…
Empowering construction, property and facilities teams to deliver projects …
Launching winning products is a complex process, but the collaboration and …
Our solutions leverage Smartsheet and Brandfolder capabilities to help organizations streamline workflows with tailored tools for capturing, tracking, and managing plans, resources, and digital assets.
Our Solutions help organizations streamline their workflows by offering applications for capturing, tracking, and managing plans, resources, and schedules.
Automate the import and export of data between external databases and Smart…
Empower you team to optimize resource allocation, balance workloads, and en…
Eliminate manual work to keep your sheets and reports in sync - without man…
Empower your team to collaborate securely by sharing only the necessary inf…
Summarize and analyze large data stored in sheets or reports and create mea…
Create intuitive, role-based apps that centralize work processes, enhance c…
An interactive and flexible calendar view that allows you to build shareabl…
Build on the core value of delivering project consistency and visibility at…
Centralize and scale data across systems for smarter, connected work in Sma…
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.
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 Smartsheet.
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.
Any questions or for our support and further templates please get in touch!
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
What you’ll need
Complexity
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
Use the link below to get in touch or book a meeting with one of our team.
Solution Overview
Learn the basics of using a sheet, form, dashboard and reports (both row and summary), including formulas, automation, conditional formatting, metrics sheet with referenced data and the sheet summary.
Useful Links
Download for free along with our guidance notes:
(Please note you need to be logged into Smartsheet to access the form)
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