Smartsheet: Creating & Managing Tasks
Smartsheet: Creating & Managing Tasks
- Inserting a task
- Adding a milestone
- Grouping tasks
- Sorting tasks
- Filtering tasks
- Formatting the text within your table
- Changing the appearance of your Gantt chart
- Using conditional formatting
- Adding resources to your project
- Assigning resources to tasks
- Resolving resource conflicts
- Adding formulas
- Attaching files
- Inserting an image
- Inserting links
- Creating a task list
Begin to manage projects in Smartsheet by learning to insert, group, and filter tasks; create a task list; and add milestones. See how to modify text, use conditional formatting and add formulas and insert images and links and attach files.
Smartsheet: Creating Projects
Smartsheet: Creating Projects
- Creating a new sheet
- Using templates
- Understanding the structure of your project
- Creating a card sheet
- Changing view modes
- Moving between multiple sheets
- Finding your projects
- Editing a project
- Viewing & changing properties
- Organizing your sheets
- Importing & exporting projects
- Printing a project
- Configuring the auto-save settings
Discover how to create a new project in Smartsheet. Learn how to create a new sheet, adjust views, move between and organize multiple sheets within your project. See how you can find your projects, edit, import and export and save them.
Smartsheet: Signing in & Setting Up
Smartsheet: Signing in & Setting Up
- Signing in to Smartsheet
- Exploring the interface
- Updating your personal information
- Managing your account settings
- Changing the interface display
Smartsheet allows you to efficiently manage projects and collaborate with colleagues. Discover how to sign in to Smartsheet and access and update your profile and account. Explore the UI and learn how to adjust it to meet your needs.
Smartsheet: Tracking Projects
Smartsheet: Tracking Projects
- Following your progress
- Following critical tasks
- Creating status updates
- Rescheduling your project
- Using the task indicators
- Changing your scheduling settings
- Modifying your calendars
- Generating reports
- Editing reports
- Adding alerts
Track the progress of your projects and tasks in Smartsheet by learning to follow critical tasks, create and modify your status updates, and generate reports. If you need to, learn to reschedule your project and modify your calendars.
Smartsheet: Using the Collaboration Tools
Smartsheet: Using the Collaboration Tools
- Commenting on a sheet
- Emailing a sheet
- Sharing a sheet
- Publishing a sheet
- Creating a workspace
- Managing content in a workspace
Start working with colleagues within Smartsheet and explore the collaboration tools it offers. Learn to comment on, share, and publish sheets. See how to create a workspace for your team and add and manage content within that workspace.
