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Smartsheet Simple Solution Tutorial

In this tutorial, we show you how to build a whole solution from scratch using a sheet, form, dashboard and reports (both row and summary), and include formulas, automation, conditional formatting, metrics sheet with referenced data and the sheet summary in just 25 minutes.

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 Smart​sheet.

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

Solution Overview

What you’ll 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​

Want to find out more?

Use the link below to get in touch or book a meeting with one of our team.

Rich Coles

Founder &
Managing Director

Suzie Alloway

Head of Project & Programme Management

More Resources from Prodactive

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)

Thank you for choosing to register for Smarthub’s Early Access Programme: 

Please select your Region (note that you need to be logged into Smartsheet to access the registration form)