What can it be used for
You can easily build various solutions as well as project management and groupware.
It is possible to automate various tasks by utilizing the workflow function.You can also take advantage of the fact that you can attach files to a line and that the line can be structured by indentation for document management.In addition, since the record of who made the edits made on the sheet at what time and at what time is kept, it can be used for managing personnel-related and compliance-related operations that require a high degree of security.
Features and features
Smartheet is not a single-function tool for project management or groupware, but a platform that provides a wide range of solutions to most of the challenges faced by an organization, either by itself or in collaboration with other products.
Create and share: Create work or projects in grid, card, gantt, or calendar view and share easily
Forms and workflows: Data capture using forms, workflow and automation of repetitive tasks
Dashboard: Create and share customized dashboards and reports
Integration: Seamlessly function between critical business platforms and applications with a high degree of integration
Process automation: Automate portfolio management and project provisioning using the Smartsheet Control Center
Advanced security control: The editing history of the sheet at the cell level is saved, who entered and edited the value of the cell is recorded, and the access to the sheet etc. is by individual, group, workspace, only browsing, Controllable, such as editing only and sharing possible.
Component
Smartsheet consists of Sheet, Form, Report, and Dashboard.
SheetIs the basic component that stores smart sheet data.
FormYou can use to enter data from inside or outside the group.The ease with which this form can be created is a great advantage of Smartsheet.
ReportIs a function to display Sheet data that meets certain conditions.First, depending on the conditions, you can narrow down which columns of the sheet and which rows match the conditions to be displayed.Also, since the information of multiple sheets can be displayed in one report, for example, if there are XNUMX sales offices of a certain company, SheetXNUMX of the same format can be displayed together.
DashboardIs a simple in-group website-like function. You can display the components of Smartsheet depending on the conditions, or display external data.This makes it possible to grasp related information at a high level.
Sheet composition
The sheet is composed of rows and columns like Excel, but it has various smart functions.
Column type There is a specification of. Specify a string / number, contact list, date, drop-down list, and so on.The columns are populated with consistent types of data.Also, for example, if certain conditions are met for the email address entered in the "Contact List", you can send a notification or request for data entry. If the "date" is entered, it is possible to create a Gantt chart based on this and automatically send a notification the day before.
File attachment to lineSo, for example, you can attach all the files related to the task in that line so that the people involved can see it.
Line commentYou can record the exchange of opinions of the parties concerned about the task, supplements about the task, etc.
Line indentIt is possible to layer by.This, for example, clarifies the logical structure of each component of the project.
How to show the sheet
The sheet is normalTabular formatother than,Gantt chart, Like TrellocardDepends on format and date elementScheduleYou can see it in the format.
