This is phenomenal! I’m structuring my how-to video for my business based on your video. That being said, the title is misleading because this was an overview of what’s available for use and not best practices like “do this, don’t do that”
Thanks for that great feedback! We'll be hosting this webinar again on June 9th and will take that into consideration. Here is the event link if you are interested: www.linkedin.com/events/smartsheet-bestpractices6790725899806375937/
No - Update requests are GREAT for external contacts (vendors, clients, etc). You will need the email address in a contact field in order for it to email via automation vs an ad hoc update request.
Very helpful! Thanks for sharing. Looking forward to more. In my wish list: Best practices on Smartsheet structure for a PMO (i.e., is each workspace a project, a portfolio, both?) and a Smartsheet vs. Clickup head-to-head. :)
So glad it was helpful & great topic ideas! Follow us on Linkedin to receive updates on new events & blogs we put out: www.linkedin.com/company/echo-consulting-pm
We have struggled with that question as well....it's created a bit of a mess as we go through the learning pains of each option within a state organization. After 2 years of using Smartsheet, starting with PM and PMO, we still have not determined the "ideal" solution. I look forward to hearing their advice!
This tutorial is amazingly good. I learned a lot from it and it gave me some inspiration for my classes (I give Excel classes to students). Thank you so much! Fan +1 😊
Glad you found it helpful, Alex! If you're interested in hearing more best practices recommendations from our team, you might enjoy our most recent video addition - it focuses on best practices for managing multiple projects in Smartsheet. You can find it here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-CWW9ocLdWz4.html Hope that helps!
So glad it was helpful! - We have another webinar coming up on Smartsheet Solutions next week! : www.eventbrite.com/o/molly-yanus-echo-consulting-28769445213
Versioning - the way I am trying to get around the lack of versioning is by 'save as new' at end of day wednesdays and end of day fridays in a 'backup' folder in the workspace. At least this way I have a fully functional worksheet that is at most 3 days old. The Smartsheet backup solution produces an excel document which then needs to be imported and pending the complexity of your worksheet would need some formatting triage before you have a fully functional older copy of your worksheet. Does my adhoc solution make sense to anyone else? Did I miss a fundamental reason why this would not work?
Hi Peggy, it works and it saves the cell history which is a critical component from our perspective. #Smartsheet has been able to provide backups within 24 hours, so we typically advise clients to get a backup from Smartsheet since it is at most one day old vs 3 days. We look forward to Smartsheet rolling out a better versioning solution. It is on the product roadmap! Hopefully it is coming soon!
A couple of different ways - 1st - you can right click on the column in the sheet you want to filter OR 2nd, you can add a filter via the top bar it has a filter icon and says Filter OR Third - you can create a report and user the filter and/or "group" info to organization the data in the report. - We often create reports for clients that want to look at the data filtered a specific way repeatedly. - If I misunderstood your question - you are welcome to grab 15 minutes on my calendar and I can try to help you out! calendly.com/echoprojectmanagement/15min?back=1&month=2022-01 Also here is the Smartsheet link on Filtering : help.smartsheet.com/articles/2478846-filter-basics#:~:text=In%20Smartsheet%2C%20to%20filter%20data%2C%20you%E2%80%99ll%20work%20with,filter%20conditions%20that%20you%20apply%20to%20a%20sheet.
Smarsheet says external commenters need a password. many of our transactions need attorneys or fiduciaries to add a doc or task, but they are prohibited from logging into an outside software. is that true? Also,,they have a spot for attachments, but it is at the end ofca row and if ea cell needs to match with a doc, the end of row seems sloppy if you have multiple attachments. any workaround?
@Echo Consulting thank you! that was quick! a reply will not show on the task sheet, where I need it. If I set up a project sheet and need items from you, a customer, a lender, a 3rd party anything, I want to have them update any timeliness or make comments in the notes section of a sheet or the by when time and date feature. To do that, they need to comment on the sheet or the reply you mentioned, should appear on the sheet. that does not address the due date that may need to be altered. and, on a downloaded dic, I mat need them to comment on that doc or sign it and re-upload it. A reply feature needs to update the task sheet, can it?
@@jyobaccio1 there is a column called “last comment” you can add to your sheet to see the comment. We offer support/ solution building in smartsheet. www.echoprojectmanagement.com/smartsheet
it still sounds like for anyone to make a comment, even at the end, that they need to have a login, which many are prohibited from doing by their company policies. The link is view only. Is there a way to use a link and allow for document downloads or uploads, comments and edits to the time and date due cells?
Hello Beverly, That is an interesting scenario. Happy to discuss your goals to see if Smartsheet is a good fit. Feel free to reach out to contactus@echoconsultingpm.com with more details.
Did you have a question we can help clarify? You can have multiple forms in a single sheet, and multiple sheets in a report and multiple reports in a dashboard.
como sumar dos horas diferentes y tener como resultado el total de horas y minuto exacto en smartsheets how to add two different times and get the total hours and exact minute as a result in smartsheets,
Great question! Smartsheet duration column does offer minutes, hours, as well as days etc. - however you need helper columns to calculate the difference between two times in Smartsheet. We just did a cool solution for a client doing a cutover plan that needed minute by minute tracking for tasks - it was a workaround / not native Smartsheet predecessors. - Feel free to reach out to Smartsheet@EchoConsultingPM.com if you have a specific question. The Smartsheet Community is also a great resource : community.smartsheet.com/
This was insightful, however, whomever this presenter is needs to slow down her delivery. There were quite a few moments within this tutorial that she ran through the material and I find that to be highly unprofessional. She most certainly can use some coaching within her diction and vocabulary as well. If you're going to be a presenter at least be thorough, or sit that one out.
Did you know you can actually slow down the speed as well? You can listen to it at .75 speed :) - You are not the first to give feedback! We are working on it! Thanks for the comment! It helps us spread the information!
