If you're a power user of Smartsheet, you know that it can be a powerful tool for managing projects, tracking tasks, and collaborating with your team. However, with so many features and options, it can sometimes feel overwhelming. That's why in this article, we'll explore some advanced tips and tricks for using Smartsheet like a pro.
Use Keyboard Shortcuts - One of the easiest ways to speed up your workflow in Smartsheet is by using keyboard shortcuts. For example, you can press "Ctrl + D" to duplicate a row, or "Ctrl + K" to insert a hyperlink. You can find a full list of keyboard shortcuts by clicking here.
Customize Your Toolbar - Smartsheet's toolbar can be customized to show the tools that you use most frequently. To customize your toolbar, right-click on the toolbar and select Customize Toolbar. From here, you can drag and drop tools to add or remove them from your toolbar.
Use Cell Linking - Cell linking allows you to reference data from one sheet to another. This is especially useful if you have data that you need to reference in multiple sheets. To link cells, select the cell you want to link to, click the "Insert" menu, and select "Link to Another Sheet". From here, you can select the sheet and cell that you want to link to.
Use Conditional Formatting - Conditional formatting allows you to highlight cells that meet certain criteria. For example, you can highlight cells that contain a certain value or cells that are overdue. To set up conditional formatting, select the cells that you want to format, click the "Format" menu, and select "Conditional Formatting".
Use Formulas - Smartsheet allows you to use formulas to perform calculations and manipulate data. For example, you can use the SUM function to add up a range of cells or the IF function to perform conditional calculations.
Automate Your Workflow - Smartsheet offers a variety of automation features that can save you time and streamline your workflow. For example, you can set up alerts to notify you when a certain condition is met, or use the Update Requests feature to request updates from team members. To access Smartsheet's automation features, click the "Automation" tab in the top menu.
Smartsheet is a powerful tool for managing projects and collaborating with your team. By using these advanced tips and tricks, you can take your Smartsheet skills to the next level and become a true power user. Whether you're looking to speed up your workflow, customize your view, or automate your processes, Smartsheet has the features you need to succeed. So why not give these tips a try and see how they can help you work smarter, not harder?