Smartsheet Tutorial: Pinning vs. Favorites

Sdílet
Vložit
  • čas přidán 30. 01. 2023
  • Smartsheet is known for its diverse and powerful features - but do you know how to use them best? Check out today's video to learn the difference between Pins and Favorites, and hear our tips for using them both to easily and efficiently access your most used sheets, reports, dashboards, folders, and workspaces.
    💡 Best Practices Tip 💡
    Use PINS to keep track of up to 20 sheets, reports, or dashboards. This works well for frequently visited items within a current project. Once the project ends, you can unpin those items to free up space for your next project workflow!
    Use FAVORITES for quick and easy access to an unlimited number of sheets, reports, dashboard, workspaces, or folders. We use favorites for our most utilized items in Smartsheet like our Echo CRAID Log and Current User Dashboard. Favorites is best for organizing and accessing items you'll need for long-term operations.
    Interested in learning about other features in Smartsheet? Comment on this video to tell us what you'd like to see!
    Echo Consulting is a Smartsheet Aligned partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like Smartsheet.
    Discover how our team can optimize your Smartsheet experience: www.echoprojectmanagement.com...
    To learn more about Smartsheet, visit www.smartsheet.com.
    Our Website - echoprojectmanagement.com/
    Meet with Us - bit.ly/echo-discovery
    Our LinkedIn - / echo-consulting-pm
    Subscribe Here: czcams.com/users/EchoConsult...
    Recommended Playlists:
    Project Management - • Getting Started with a...
    Microsoft 365 Tips & Tricks - • Microsoft Feature High...
    ClickUp Tips & Tricks - • ClickUp Tip: Tasks & S...
    Smartsheet Tips & Tricks - • Smartsheet Tip: Proofing
    Webinars - • Webinar: Selfcare & We...
    SEO HASHTAG:
    #Smartsheet, #Tutorial, #Pinning, #Favorites,
    SEO TAG:
    smartsheet,smartsheet tutorial,smartsheet tutorials,smartsheet tutorial videos,smartsheet for beginners,how to use smartsheet,decisions in smartsheet,bookkeeping tutorials,accounting tutorials,tutorial,smartsheet training,basecamp tutorial,how to use smartsheet youtube,pmo in smartsheet,smartsheet how to,how to use smartsheet effectively,smartsheet overview,how to lock rows in smartsheet,how to set up a pmo in smartsheet,smartsheet demo
  • Věda a technologie

Komentáře • 2