Navigate around Smartsheet - Smartsheet Video Tutorial | LinkedIn Learning, formerly Lynda.com (2024)

FAQs

What is the best way to learn Smartsheet? ›

You can spend one-on-one time with a Smartsheet expert, schedule onsite consulting, or attend interactive product training sessions. To jumpstart a new project or help migrate your workflows to Smartsheet, visit our Solution Center for dozens of pre-built templates based on industry best practices.

The left navigation bar is always visible to provide quick access to sheets, reports, and dashboards you need to get to. You can access the following from the navigation bar: Home, Notifications, Browse, Recents, Favorites, Create, Launcher, Help, and Account.

Smartsheet lets you plan, track, automate, and report on projects, with everything you need in one place. Everyone involved can see exactly what needs to be done to keep a project on track. And with an overview of all projects, you can instantly see the health of your business and reliably predict results.

Handling large datasets is one major limitation. For instance, Smartsheet has limited storage and cell values, with a maximum of 20,000 rows, 400 columns, and 500,000 cells per sheet. Smartsheet is also a proprietary/closed-source software that can't be self-hosted.

Think of Smartsheet as a high-powered tool belt, not just a hammer like Excel. While Excel is great for basic tasks, Smartsheet is like having a whole set of tools that work together. It's built for teams who need to keep track of projects with lots of moving parts.

In theory, Smartsheet shouldn't have a steep learning curve. Unfortunately, that's not the case. The interface isn't very user-friendly, which can make it challenging to chart and analyze data. Unless you're generating reports, there's no real easy way to analyze the sheets at-a-glance.

Tabs are a useful feature in Smartsheet that can greatly enhance the organization and navigation of your data.

To use Smartsheet to manage a project, you would first need to create a project plan that outlines the different tasks and milestones involved in the project, along with any dependencies and constraints. You can then use the tool to assign tasks to team members, set deadlines, and track the progress of each task.

Smartsheet is just one of the many project and product management tools out there, competing with the likes of Trello with its Kanban-focused approach, Asana with its goal-oriented ways, and ClickUp with its all-in-one workspace solutions.

What is Smartsheet best used for? ›

Project Management

Use Smartsheet to plan, track, schedule, and report on your project from conception to completion.

Streamline decision-making processes, Enable users to perform complex computations, link data across multiple sheets, and automate calculations with real-time updates.

- Spreadsheets sometimes lag in updating when multiple people are using it - There are some functions that, while useful in other tools, Smartsheet does not support. - Project management tracking cannot be updated in real-time, which causes a hang-up sometimes.

Smartsheet enables organizations to eliminate silos, make better decisions based on real-time data, automate workflows, and execute at scale.

Companies of all sizes use Smartsheet to manage and automate work across every business function, from managing employee onboarding and training, to marketing, invoicing, billing, project, and pipeline management.

Join us virtually for this 3-day immersion into the core of Smartsheet. Join virtual sessions with a Smartsheet Instructor who guides you through using Smartsheet to manage any project, large or small. Infuses essential Smartsheet knowledge from the Core App, so you can get started immediately without prerequisites.

Smartsheet also offers a variety of features that make it easy to organize and analyze data. Google Sheets is also easy to use, but it doesn't have as many features as Smartsheet. However, Google Sheets does offer some unique features, such as the ability to collaborate with others in real-time.