The importance of the seat
Sheets are the foundation of Smartsheet, where all the data resides
"Sheets are the foundation for working with Smartsheetandwhere all the data residesis.How you set up your sheet determines how much you can take advantage of the many features of Smartsheet. ((From help article）
- In addition to sheets, Smartsheet hasレポート,Dashboardbut there isNo information in itself.
- The seatwhere all the data residesI mean,All basic sheet information is displayed in both reports and dashboardsIt means that
- (Except when displaying web content outside Shmartsheet on the dashboard)
The quality of Smartsheet's solution depends on the underlying sheet.
“Sheets are the foundation of your work in Smartsheet and where all your data lives.How you set up your sheet determines how much you can take advantage of the many features of Smartsheet."(From help article）
- For example,The report itself cannot be calculated by formulas or the display color cannot be changed by conditions.so allNeed to do at the sheet stagethere is.View the report furtherYou can edit the title etc. of the dashboard, but the information itself displays the contents of the sheet as it isWill be
- vice versaIf the seat settings are bad, it will be taken over in reports and dashboards.It will end up.
- Automate with workflows, set values with formulas, and thus change the display of symbols.allIt is necessary to go at the stage of the sheet.
- Therefore, it can be said that a large part of the solution of Smartsheet depends on the composition and settings of the information on the sheet.
The default sheet view is a familiar grid format, but you can easily customize it with multiple column types, hierarchies, attachments / links, collaborative communication, and more.
The three types of sheet views, Gantt View, Card View, and Calendar View, will be discussed later.
Video about the importance of seats
Learn how to create and rename sheets by following the steps below.
How to create a sheet
With Smartsheet, most solutionsseatstarts with. Sheets are the main place where information is stored. Task or project deadlines,punch listIt is possible to set the sheet to track various workflows such as inventory, customer information, etc.
Created by import
However, you don't necessarily have to start from scratch.For information on how to import an existing sheet or project started in another program and create a new sheet from it, seeImport the file and create a new sheet."
The image above is trying to import an excel sheet.
For imports from Equel, see "Easily cloud Excel resourcesThere is an article that says,referenceplease try.
Created by template
Or, to start with a template,Templates: Create your own templates or use Solution Center templates."
Video explaining how to import and how to use project templates
Required licenses and permissions
You must be a licensed user to create new sheets or other Smartsheet itemsthere is. (Some items, such as dashboards, are only available for certain plan types. For more information, seeSmartsheet plans and prices"please look at. )
of the itemOnly the owner renames the itemAvailable
Create new item
- On the left side of the screenNavigation barso,[Solution Center] Click the (plus) icon.
- in the left panel [create] Click and select the required tile for the item you want to create.
- Enter the name of the item,[OK] Click.
note: Up to 50 characters can be used in the item name.
The screen will be refreshed with the latest information and new items will be displayed.Now you are ready to start working.
Note: The sheets and other items you create will only be visible to you unless you share them with others.For more information on sharing, seeSharing sheets, reports, and dashboards."
Rename item
You must be the owner of the item to change the name.
- in the left panel [reference] Right-click on the item's name in[change name] Choose.
- Enter the new item name,[OK] Click.
Note: You can use up to 50 characters in the item name.
Smartsheet Item Overview
grid
— There are no predefined columns and it is in a clean state.Use this when you want to start from scratch.
project
—Contains common columns required to create a project and enable Gantt chart functionality.
card
— Provides what you need to start a card-based Kanban-style project.For more information on Card View, seeProject visualization using card view."
project assistant
-It is a tool that can be created by answering questions about the project.This is a recently added feature.
task list
—Includes predefined columns (Task Name, Due Date, Assigned To, Finished, and Comments).
Form
—Create a basic three-column sheet with a form attached.Use this if you want to collect information from other users using a form.For more information about forms, seeCreate a form to populate a sheet."
レポート
— Start here to create your report.For more information about the report, seeReport creationPlease see the article about.
Dashboard/Portal
— You can visualize the data on the sheet in an easy-to-understand manner and use it as an information hub.For more information on the dashboard, seeCreate and edit Smartsheet dashboards."
Instructional video on how to create a sheet from a basic template in the Solution Center
The original Smartsheet help article isplease use this form.
https://help.smartsheet.com/ja/learning-track/level-1-get-started/create-sheet