Smartsheet Tips and Tricks

Get more out of Smartsheet with these power user tips.

Introduction

• Get next-level productive with Smartsheet

1. Time-Saving Tips

• Take advantage of Smartsheet templates
• Quickly check due dates in Calendar View
• Autofill formulas in Smartsheet
• Capture and markup images with the mobile app
• Attach and proof documents with your team

2. Tips for Viewing Data

• Get organized with Smartsheet dashboards
• Set up column filters in Smartsheet
• Use Card View to visually manage your work
• Use column types to control your data

3. Automation Tips

• Set up Smartsheet notifications
• Stay on track with automated alerts and reminders
• Set up update requests