Today's best reads

10 Smartsheet tips and tricks

Using a cloud-based spreadsheet tool for simple project management makes good sense to growing numbers of Smartsheet fans. These tips and techniques from Smartsheet power users can give you a head start.

Become An Insider

Sign up now and get FREE access to hundreds of Insider articles, guides, reviews, interviews, blogs, and other premium content. Learn more.

Have you ever used a spreadsheet to track a project, emailing updated versions to your team members to keep them apprised of where things stood? Of course you have.

That simple fact — the popularity of spreadsheets for project management — is the raison d’être for Smartsheet, a sort of enhanced online spreadsheet app. Smartsheet adds such collaboration tools as in-app communications, automatic notifications, and flexible document sharing to the standard row-and-column, functions and formulas interface.

[ Related: What is Smartsheet? A spreadsheet-based project management tool ]

Smartsheet isn’t limited to the spreadsheet view, either. Those who prefer to manage projects with Gantt charts, Kanban cards, or a calendar can work in those interfaces as well. But as its name indicates, at heart it still carries a rows-and-columns orientation, with the tasks to be completed in the rows and information about them — assignments, due dates, etc. — in columns.

Smartsheet spreadsheet view Jake Widman / IDG

Smartsheet views project management primarily through a spreadsheet lens, with rows for the tasks to be completed and columns for details like assignments, milestones, and so on. (Click image to enlarge it.)

There are lots of different ways to use Smartsheet, depending on what your particular needs and workflow are. (There’s also usually more than one way to do any particular thing.) We asked some experienced Smartsheet users to share their favorite tips and techniques. From setting up sheets to using them to share information, these tips can get you started with Smartsheet or take you to the next level.

To continue reading this article register now

Windows 7 to Windows 10 migration guide
  
Shop Tech Products at Amazon