Smartsheet Basic Sheet Experience Corner --Cloudsmart LLC

table of contents

seatIs the basis of Smartsheet.DefaultGrid viewIs a familiar tabular format like Equol,Column type,階層,自动化,FormatYou can use it as a basis by setting such as.
このThis is a seat experience corner where you can get an idea of what you can do with just the basic sheets.

Smartsheet Intermediate Cell Update ActionThis is the case explained in.
For new inquiries entered from the form, the person in charge and the confirmer are automatically entered according to the inquiry classification.
When the response status changes to start, response completion, etc., the start date, response completion date, etc. are automatically recorded. ..
The Gantt chart is a slightly atypical Gantt chart bar that shows the percentage of the number of days it took to start the response, with the start date as the start date and the response completion date as the end date. I am using.

Click on the URLFormYou can enter.
The input result will be added at the bottom. (It will be reflected when the page is refreshed.)
If you select Important, a flag will be set.
It is not distributed to each company. (This is possible with the report group function.)

Based on the previous sheetレポートIs created and displayed collectively for each company by the group function.
In the sheet above, I had to move the rows that were added to the manual in the form to groups by customer.
Reports can be created from multiple sheets as well as one sheet, which is one of Smartsheet's most popular features.

You can open the form from the link on the right.FormYou can report expenses from and confirm that new rows are added to the sheet.
自动化Is set and an approval request is sent to your boss. (It takes time to approve or reject, because it is done by humans)
AttachmentYou can add receipts etc. using the function of.
You can also take a photo of your receipt with the mobile app.
You can do this with Smartsheet without having to purchase special expense reimbursement software.

IndentPerformance evaluation items, which are the primary columns, are organized hierarchically using.
You can expand and collapse the indent in the performance evaluation item menu (or right-click).
Column locks and row locks are used to create areas that cannot be modified by the editor.

It is editable. (Excluding some lines)
If you scroll to the right, you can see that the depreciation is calculated automatically by the formula in the column.
The row attachment feature allows you to attach files related to assets.

This is editable.
Workflow (automation) is set.
When an item is added or edited and the actual cost exceeds the budget amount by 500 or moreApproval requestWill be sent.
You can also enter it from the link in the form below.

This is an example of a GTD-style to-do list.
It is editable, so please add and edit it. (Lines with specific examples are locked.)
ViewCard view, Can be changed to calendar view.
If you check the end, it will be displayed as completed according to the conditional format.
Also, the line color will change depending on the task type.Conditional formatIs set. (This makes it easier to see the task type in the calendar view.)

SmartsheetImage in cellCan be pasted.
If you change the view to the card view, you can see the employee information from various angles.

You can make a change request from the form.
If you edit it in a table and send an email to the assignment destination, according to the automation ruleAlertWill fly.
It may take a few minutes for the email to arrive.
Note: From the viewpoint of personal information protection, after the alert, the added or changed email address will be on a separate sheet.mobileTo do.

You can fill in the question from the form by clicking the link.
It will be added at the bottom, so edit in the table will move it to the appropriate priority group. (Cut with Control X and paste it into the unlocked area.)
View from grid viewCard view, Can be changed to calendar view.
FilterCheck for changes.
If you enter the e-mail address in the assignment column by editing the table, the assignment will beNotification alertCan fly.
In this sheet, as another method of protecting personal information, the line to which the assigned e-mail address has been added or changed is put on another sheet.mobileIt prevents the e-mail address from being disclosed.

To different approvers depending on the discount rateApproval requestHas a built-in workflow to send.
You can open the form from the link and make an approval request.
Enter your email address and your request will be returned. (It takes time because people are doing it.)
Note: From the perspective of personal information protection, new requests will be automatically moved to another sheet after approval or rejection, but until then, the line containing the email address will remain.
Note: Do not enter an email address, or use only an email address that can be seen by an unspecified number of people.
The condition format is set so that the display changes depending on the discount rate, rejection, etc.

It is a sheet that summarizes what free users can do
I use the Gantt chart as a graphic representation, not as a project management
Conditional formatting is used to make the indentation structure visible in different colors.
Column H contains a function that calculates the level of the parent row
Since we are sharing filters, please check what free users can do, what non-users can do, etc.
Articles on what free users can doit's here.

It is a sheet that summarizes the functions of Smartsheet
Since it is partially editable and published, you can change the value and check the behavior of the function.
You can select a filter and see, for example, only basic + intermediate functions
The tutorial article about functionsplease use this form.です