Smartsheet is a user-friendly undertaking administration instrument that helps software program improvement groups increase productiveness by way of varied options, corresponding to collaboration, automation, budgeting, and real-time reporting. In case you are a undertaking supervisor or developer utilizing Smartsheet, the next ideas and methods may help you maximize effectivity with the PM instrument.

Need to be sure you are utilizing Smartsheet to its full potential? Be taught extra about its options in our Smartsheet Mission Administration Device Overview.

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Determine Out Which Model of Smartsheet You Are Utilizing

Though Smartsheet is thought for being user-friendly undertaking administration software program, chances are you’ll run into events the place you need assistance from the assist group to repair a difficulty. To get the right assist, you need to know what model of the Smartsheet desktop app you might be working. You could find this data by clicking on Assist and choosing About Smartsheet.

Entry The Smartsheet Desktop App With Ease

In case you use Smartsheet each day, you’ll need easy accessibility to the undertaking administration instrument. One of the best ways to attain that’s by both pinning it to your taskbar should you use Home windows or preserving it in your dock if you’re on a Mac.

In case you use Home windows, open the Smartsheet desktop app. Proper-click on its icon in your taskbar, then click on on Pin to taskbar. In case you use a Mac, open Smartsheet’s desktop app and right-click on its icon within the dock. Navigate to Choices and choose Hold in Dock.

Do Extra With Tab Dropdown Menus

A simple method to get extra finished with Smartsheet is to entry the PM software program’s dropdown menu by its tabs. Proper-click on a Smartsheet tab on the prime of the display, and you will notice a dropdown menu seem with a number of choices.

The New Tab choice will open a brand new Smartsheet Residence tab. Copy Hyperlink will copy an merchandise URL to your clipboard for record-keeping or sharing. Duplicate will open the identical Smartsheet merchandise in a brand new tab as an alternative of getting to do it manually. And you can even manage tabs by way of the Transfer choice, and cut back muddle with the Shut choice.

Shortly Entry Invisible Smartsheet Tabs

Programming can generally contain a mess of multitasking, particularly if you’re a developer tasked with many duties. What typically occurs once we multitask on our computer systems? We are likely to open a ton of tabs. And should you open so many tabs in Smartsheet’s desktop app that they can not all match within the tab navigation bar on the prime of the display, some will get hidden.

When that occurs, there may be a simple repair to entry all your open tabs within the programmer instrument. Merely click on on the tab overflow menu button represented by three dots (…) that sits to the left of the (+) or new tab button, and you will notice all open tabs. The seen tabs will seem above the fold of the tab overflow menu, whereas the hidden tabs will seem under the fold. Click on on the specified tab within the overflow menu, and it’ll open.

Change To Desktop Structure On The Cellular App

A lot of the prime PM software program options have a cell app so undertaking managers and builders can sustain with work on the go. Smartsheet is not any completely different, because it lets you entry your important sheets, dashboards, and experiences wherever you might be.

Smartsheet’s cell app rearranges and optimizes dashboards for optimum viewing on a smaller display. However what should you choose the desktop format? You may simply change to it for a extra full view by navigating to the underside proper nook of any dashboard and clicking the blue button with the pc monitor icon.

Choose What Fields You Need To See In The Cellular App

Since cell screens are smaller, you need to be choosy about what fields are displayed when utilizing the undertaking administration software program on the street. You are able to do this simply by clicking on Settings and specifying which fields you need to see in a specific report or sheet. Look to the suitable of settings, and you will notice icons for expanded or collapsed views to provide you much more management over the way you visualize knowledge.

Change Views In Smartsheet’s Cellular App

You may change to the desktop format within the Smartsheet cell app for a extra full view, however you could have different viewing choices as nicely. Within the navigation bar on the prime of the cell app, click on on the Views icon close to the right-hand facet of the display. From there, choose between the Cellular, Grid, or Record view till you discover one that most closely fits your wants.

Work Offline On The Go

Shedding connectivity on the go doesn’t imply you must cease utilizing Smartsheet so long as you mark types for offline use. This can can help you seize important data on the go no matter your Web connection.

It is very important word that the offline setting will not be app-wide and have to be toggled for every kind.You may allow this feature by opening the precise kind you need to use when offline. Go to the display’s upper-right nook and faucet on the Extra choice with three vertical dots. Then toggle the Make Out there Offline choice so it’s enabled.

Add A Gantt Chart To Your Sheet

Gantt charts are a widely-used undertaking administration instrument for monitoring activity relationships, making workflows clearer, and gaining perception into undertaking progress. So as to add a Gantt chart to your sheet in Smartsheet, do the next:

• Have at the least two date columns in your sheet – one to signify the duties’ beginning dates and one other to signify the tip dates.
• Go to the toolbar and choose the Gantt View choice.

You may go to the Mission Settings to make sure that the right columns are getting used on your Gantt chart by clicking on the gear icon.

Create A Smartsheet Mission Abstract Web page For Immediate Oversight

Chances are high, your software program improvement group has a fancy undertaking or a number of ones in your plate that contain a ton of shifting elements. Such complexity will increase the probabilities of one thing important slipping by the cracks, however with Smartsheet PM software program, you possibly can keep away from this problem. How? By making a undertaking abstract web page that incorporates all the data you want in a single place to provide you a chicken’s eye view of what’s going on.

Whereas there are a number of methods to create a undertaking abstract web page, as shared by the Smartsheet on-line group, this one is essentially the most easy:

• Create a report.
• Group the report in accordance with Mission Identify (you’ll have so as to add a column within the sheet to take action).

This could provide the data from every sheet listed on a separate line subsequent to the undertaking.

Ultimate Ideas on Smartsheet Ideas and Tips

Hopefully, a number of the Smartsheet ideas and methods listed above are ones you haven’t tried earlier than. Begin implementing them in your Smartsheet routine, and it is best to start to benefit from the PM instrument and the time-saving and productivity-boosting advantages it could actually convey much more.

Interested by different undertaking administration instruments? Try our record of Smartsheet Alternate options for extra choices.