Smartsheet Tutorial: How does this tool work?

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On its official website , it is stated that Smartsheet is the leading platform for collaborative work and that it is used by more than 50% of Fortune 500 companies. In other words, more than 250 of the largest American publicly traded companies support it.

Smartsheet Tutorial

And no wonder! This digital marketing tool for optimizing teamwork mongolia b2b leads has multiple functionalities, such as cross-referencing data between different worksheets, assigning roles to each team member, creating task lists, generating sales forecasts, documenting content strategies , and even designing Gantt charts. Learning to use it is very simple because it does not require complex knowledge. Take note:

Create an account


Simply enter your email address in the space provided, confirm it by clicking on the link that the platform sends to your inbox, generate a password, and that's it!

Create a project


Now that you know what Smartsheet is and have created your account, you can start working on your projects. To do so, you must click on the “Create New” button, located at the top of the window.

Then you select a template according to the specifications of the job you are going to do. The system will immediately ask you to fill out a short profile, consisting of the name and role with which the other members of the team will see you.

Customize your project


Working on your project is very easy. The interface is quite dynamic and easy to understand. In addition, most of the functionalities are based on “drag and drop” mouse movements.

Invite team members


Beyond knowing what Smartsheet is , you have to understand that its most important advantage is that it allows team members to work on the same project remotely and regardless of their location.

So at the bottom of the window you will find the “Sharing” option. There you can invite professionals you consider by email and assign them different roles and work permissions.

In that same bar you will find, among other options, the buttons: “Attach Documents”, “Manage Notifications”, “Request Updates”, “Add Comments” and “Create Forms”.

This last option is quite interesting. It allows you to insert the form into a website or send it by email, and when it is filled out by the user it is embedded at the end of the sheet of the project you are working on.

With these steps, you already have the basics to handle the platform. The rest is exploring it and applying logic to using each of the features it offers. Add it to your toolbox for content editors. Don't let distance be an excuse not to work as a team!