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Workflow Creative
Registrace 14. 12. 2022
Smartsheet tips and tricks. Workflow design. Process design. Making work flow.
WorkflowCreative.com
WorkflowCreative.com
Plan AND Build Your Smartsheet Solution | Easiest Way Possible
Whether you're a Smartsheet newbie or a seasoned consultant, you're going to find some fresh ideas for planning AND building solutions in Smartsheet.
Pick up Darren's new book here on Amazon: amzn.to/45fUu1A
Pick up Darren's new book here on Amazon: amzn.to/45fUu1A
zhlédnutí: 229
Video
Smartsheet Dashboard | Display Previous Value of a Cell
zhlédnutí 476Před rokem
📌SMARTSHEET TRAINING COURSE: WorkflowCreative.com In this video I cover how to record the previous value of a cell AND the current value of a cell. Then you can display these values in a metric widget on your Dashboard. #smartsheet #projectmanagement #projectmanagementsoftware
Smartsheet Reports | Use This Trick to Get PARENT/CHILD Hierarchies
zhlédnutí 8KPřed rokem
📌SMARTSHEET TRAINING COURSE: WorkflowCreative.com Go From Beginner to Pro and Accelerate Your Smartsheet Build ☝️ In this video I show you how to get Parent/Child Relationships in your Smartsheet Reports. Smartsheet doesn't provide this functionality but we can get really close with these changes. Formulas mentioned in the video are located in the comment below... #smartsheet #projectmanagement...
Smartsheet DEMO For Project Managers | Sheets | Reports | Dashboards
zhlédnutí 6KPřed rokem
This Demo of Smartsheet for Project Managers reviews the typical PM setup in Smartsheet. We cover Sheets, Reports and Dashboards and how they interact to allow PMs to manage their projects easily in Smartsheet. - Manage Projects - Manage People - Save Documents - Manage Communications - Manage Processes All in Smartsheet! ✅ For Questions: Ryan @ WorkflowCreative.com 📰 Plan your Smartsheet imple...
Smartsheet Simplified - Module 1
zhlédnutí 318Před rokem
This is Module 1 of Smartsheet Simplified. The full course can be found at WorkflowCreative.com I’ve trained over 1,000 people on software systems and now you can access that same training experience. If you’re new to Smartsheet, it can be challenging to know where to begin. When I first started using Smartsheet, I was intimidated by the platform’s complexity. However, after working with client...
How to Add Interactive Map to Your Smartsheet Dashboards
zhlédnutí 3,1KPřed rokem
In this tutorial, I guide you through the simple steps to add a map of your locations to your Smartsheet Dashboard and create a visually appealing and interactive experience for your stakeholders. Set up integrations with Google Sheets and Google Maps to customize the style and locations on your map. Tips on how to format your data to ensure that it is easily readable and compatible with your m...
Publish or Export Your Sheet For Stakeholders | Smartsheet
zhlédnutí 1,7KPřed rokem
In this video I review the various ways we can allow Stakeholders to view the data in our sheet. Exporting the Sheet to Excel, MS Project or Google Sheets allows Stakeholders to futher modify the data in those systems. Exporting the data to a PDF creates a PDF from your sheet. Printing the data in your sheet creates a print out of it. Publishing your sheet has various options to restrict how us...
Filter Large Data Sets in Smartsheet Sheets
zhlédnutí 540Před rokem
In this video I explain how to use Filters in Smartsheet sheets to reduce the number of lines you see on your sheet. Other users will not see your filters unless you want them to. When your view is filtered, it does not impact the view of other users. Saving time: Filters allow you to quickly find and focus on the specific data you need, without having to scroll through large amounts of irrelev...
Conditionally Format Rows and Cells in Smartsheet
zhlédnutí 1,2KPřed rokem
In this video I explain how I use Conditional Formatting in my Smartsheet projects to: - Highlight Urgent requests in our ticketing system - Change the font color of expiring items - Change gantt chart bar red when deadlines are approaching Conditional formatting in Smartsheet is important because it allows you to visually highlight specific data within your sheets based on predetermined condit...
Navigate Smartsheet Easier with Hyperlinks. Insert Images Where You Need Them
zhlédnutí 959Před rokem
How to insert images and hyperlinks into Smartsheet to make navigation easier for your end users. First up: how to upload and insert images into your Smartsheet sheets. This makes it easy for your team to reference the correct images (especially if you're not using Brand Folder, a Smartsheet integration) Next: Inserting Cross Sheet Links. Similar to Cross Sheet references, only this links to a ...
How To Format Cells and Text in Smartsheet
zhlédnutí 1,9KPřed rokem
In this video, we discuss how to format text and cells in Smartsheet, including: - changing the font type, size, and color, as well as how to bold, italicize, and underline text. - changing the cell background color - formatting numbers and dates - aligning text within cells - briefly touch on Conditional Formatting and Highlighting recent changes in your sheet For more Smartsheet Tips and Tric...
Smartsheet Column Types Explained: Customize Your Sheets like a Pro!
zhlédnutí 515Před rokem
In this video, we discuss the different column types available in Smartsheet to customize to your specific sheet's needs. I'll dive into the various column types, including text, number, date, checkbox, and more. I'll explain what each column type does, how to use it effectively, and provide examples of when each type might be useful. By the end of this video, you'll have a solid understanding ...
How to Import Data from Excel and Google Sheets into Smartsheet
zhlédnutí 1,5KPřed rokem
Are you tired of manually re-entering data into Smartsheet? In this video tutorial, we'll show you how to easily import data from Excel and Google Sheets into Smartsheet. First, we'll walk you through the steps to import data from Excel, including selecting the correct file and sheet or range of cells to import. Then, we'll show you how to import data from Google Sheets by signing in to your ac...
*UPDATE* Custom Background Colors on Dashboards | Smartsheet
zhlédnutí 543Před rokem
*UPDATE* Custom Background Colors on Dashboards | Smartsheet
Sheet Summary Fields SUM Dynamically from Dropdown | Smartsheet Helper Column
zhlédnutí 1,2KPřed rokem
Sheet Summary Fields SUM Dynamically from Dropdown | Smartsheet Helper Column
Master List of Contacts Pulling into a Project Sheet's Contacts | Smartsheet INDEX/MATCH
zhlédnutí 1,9KPřed rokem
Master List of Contacts Pulling into a Project Sheet's Contacts | Smartsheet INDEX/MATCH
Copy Rows with Smartsheet Index Match Formula
zhlédnutí 19KPřed rokem
Copy Rows with Smartsheet Index Match Formula
Count Number of Unique Values in 2 Columns in Smartsheet
zhlédnutí 607Před rokem
Count Number of Unique Values in 2 Columns in Smartsheet
Adding a Form to Smartsheet and Automation to Alert Someone When the Form is Submitted
zhlédnutí 4,1KPřed rokem
Adding a Form to Smartsheet and Automation to Alert Someone When the Form is Submitted