![]() You can also rearrange or change columns to make tasks and details easier to navigate, and you can set up reports, dashboards, forms, and automation. Title columns with points of data or details you want to keep track of, then add your tasks and fill in those details.įor instance, you can assign work to individuals using “contact” columns, keep tasks on schedule using “date” columns, and summarize tasks using symbols and drop-downs. ![]() Sheets, or grid views, are orientated in columns and rows like a spreadsheet with options on how to display data. To do so, start with a blank sheet and custom build the layout and functionality you desire. While templates are useful and can save time, some use cases can benefit from creating a sheet from scratch. ![]() Or you can start with a project board template, such as a kanban view of items laid out and identified as “not started,” “in progress,” “on hold,” or “complete.” This can always be modified once you’re more familiar with the software.įor example, you can choose a project timeline template (set up as a Gantt chart), which includes placeholders for task lists with statuses, start and end dates, and task assignments. Save time by choosing a prebuilt template. So there are plenty of resources to help you navigate the project management tool, but we’ll go through some of the high-level tasks so you can get some idea of how it works. Regardless of which option you choose, the software does start off with a quick initial checklist of items to help you get familiar with the system.Īnd to help users further learn the ins and outs of the tool after that initial checklist, Smartsheet offers a Getting Started online guide, videos, help articles, and scheduled webinars. To start, Smartsheet does have a free plan if you need to stick to a low budget, but you can get the most out of Smartsheet with a paid plan. Project management basics for using Smartsheet Creating and assigning tasks in Smartsheet.Project management basics for using Smartsheet.
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