对于用于跟踪项目、任务、列表、团队成员等的基于云和 Web 的工具，Smartsheet.com提供了广泛而灵活的功能。
如果您正在考虑尝试或已经注册免费试用，那么充分利用该工具意味着知道它可以为您和您的团队做些什么。让我们深入了解如何为刚入门的初学者使用Smartsheet 。
什么是智能表？
如果您曾经使用过Asana(like Asana)、Monday.com等应用程序或类似的项目管理软件，那么Smartsheet在用途、结构和功能方面都具有可比性。您可以单独使用它或与他人协作，创建仪表板以快速访问项目，并享受看板(Kanban)、日历和网格等多种视图。
Smartsheet还提供自动化工作流程、用于快速启动的模板、有用的报告、自定义表单以及与其他应用程序的集成，以简化您的流程。
开始使用Smartsheet的最佳方式是创建或导入要跟踪的项目、工作表或任务列表。然后，我们将引导您了解每个工具的功能。
创建、导入或使用模板
在左侧导航中选择解决方案中心图标（加号）。(Solution Center)然后，您将在屏幕左上方看到Create和Import的选项。
选择Create，您有Grid、Project、Cards、Task List、Form、Report和Dashboard/Portal八个选项。选择您要创建的项目类型，为其命名，然后选择Create。
如果您在其他地方有想要开始的项目计划或任务表，请选择导入。(Import)选择 Microsoft Excel(Pick Microsoft Excel)、Microsoft Project、Google 表格(Google Sheets)或 Atlassian Trello。然后按照提示导入项目。
如果您想从模板或模板集开始，请选择浏览所有解决方案(Browse All Solutions)，选择一个行业，或使用搜索(Search)框查找特定内容。
选择模板或集以查看其他信息。然后要使用模板(use a template)，请选择使用(Use)按钮。
对于模板集，请选择了解更多(Learn More)以获取有关所包含内容的完整详细信息并下载该集。
使用项目助手
如果你想开始一个新项目，你也可以使用项目助手(Assistant)。这使您在设置项目方面处于领先地位。
在解决方案中心(Solution Center)，选择Project Assistant。为您的项目命名，输入两个任务以开始，并为任务(Task)#1 添加两个子任务。
然后，您将看到新项目的网格视图(Grid View)布局以及您输入的任务和子任务。
项目特色
使用内置的项目管理工具（如甘特视图）可以轻松地在(Gantt View)Smartsheet中跟踪您的项目。
您在左侧有任务、持续时间、开始、完成、前任、分配给、完成百分比、状态和评论的位置。右侧是您的甘特(Gantt)图。
您可以使用右上角的图标添加基线并显示或隐藏关键路径。
选择齿轮(gear)图标以打开项目设置(Project Settings)。然后调整依赖设置(Dependency Settings)、时间线显示(Timeline Display)和资源管理(Resource Management)。
任务列表功能
任务列表正是您从头到尾 跟踪待办事项所需的内容。(track your to-dos)
输入(Enter)任务名称、截止日期、受让人和状态。使用Done列标记任务已完成，并使用Comments部分进行注释。
卡片功能
如果您喜欢项目管理的看板(Kanban)方法，您可以使用卡片布局，无论是为您自己还是您的团队。
您将从Uncategorized、Backlog、Planning、 In Progress和Complete的通道开始。但是，您可以根据项目更改这些标签。
使用加号将卡片添加到车道。您的卡片可以包含子任务清单、文件附件、评论、证明和提醒。您还可以通过选择编辑(Edit)图标（铅笔）在更大的视图中编辑卡片上的子任务。
(Choose)在卡片的紧凑视图或完整视图之间进行选择，并使用右上角的齿轮图标调整(gear)卡片视图(Card View)设置。
网格特征
您是否使用Microsoft Excel 或 Google 表格(Microsoft Excel or Google Sheets)等应用程序来跟踪项目？如果是这样，那么网格(Grid)布局适合您。它看起来就像一个包含列、行和单元格的电子表格。
形式特征
构建自定义表单(Building a custom form)对于各种项目来说都是一个有用的功能。使用Smartsheet，您可以轻松设计表单并调整其设置。
(Add)使用左侧的部分添加和删除表单(Form) 元素。(Elements)然后，选择一个表单域以在右侧调整其特定设置。例如，您可以将字段设为必填、包含标签或帮助文本、使用验证以及添加逻辑。
调整主题(Theme)和品牌(Brand)、安全(Security)、表单提交(Form Submission)和提交电子邮件的表单设置。
报告功能
创建Row Report、Summary Report或两者。选择工作表或项目并添加列。您可以添加过滤器、对列进行排序和分组，并在顶部添加摘要。
仪表板功能
通过创建Smartsheet仪表板，您可以查看项目快照、检查活动项目、查看方便的图表或查看指标。
为仪表板命名，然后选择要使用的小部件。您会在右侧看到一系列不错的小部件，只需选择一个即可添加。
在仪表板上拥有小部件后，您可以调整它们的设置。根据小部件类型，您可以添加标题并设置其样式，并选择当有人单击小部件时的操作。
Smartsheet 导航(Smartsheet Navigation)、布局(Layout)和工具(Tools)
Smartsheet提供了一种简单的方法来导航应用程序以及使用这些工具。
左侧导航
在左侧，您有Home、Notifications、Browse、Recents、Favorites、WorkApps和Solution Center的主导航。当您登录Smartsheet时，选择您想要开始的位置。
在底部，选择帮助(Help)图标（问号）图标以获得帮助或选择帐户(Account)图标以调整您的个人资料和设置。
右侧工具
右侧是工具。您将在屏幕上看到您使用的每个项目的这些信息，例如项目、任务列表(Task List)或卡片。Dashboard和Report除外。
当您选择一个工具时，会显示一个包含相应项目的边栏。您有对话、附件、证明(Proofs)、更新请求(Update Requests)、发布(Publish)、活动日志(Activity Log)和摘要(Summary)。
边栏中的可用操作取决于工具。例如，您可以查看所有对话、未读对话或每张或每行的评论。对于附件，您可以预览文件、下载文件、重命名或添加说明。
顶部工具栏
在每个项目的顶部，您都有其他工具。在左侧，您可以保存、打印、撤消或重做操作。直接在旁边，您可以更改非常方便的视图。在Grid(Grid)、Gantt、Card或Calendar视图 之间切换。
您还将看到类似于您在 Microsoft Word 中(in Microsoft Word)看到的字体和格式按钮。这允许您更改字体样式、大小或颜色、更改对齐方式、格式为货币等。
其他 Smartsheet 功能(Additional Smartsheet Features)和选项
了解如何使用Smartsheet的基础知识后，请查看这些附加功能和选项。
共享(Sharing)：除了实时对话和协作工具(collaboration tools)，您还可以调整团队的共享和权限设置。使用右上角的分享按钮查看您的选项。(Share)
集成(Integrations)：将Smartsheet连接到Slack、Google Drive、Gmail、OneDrive、Jira等应用。要查看您的选项，请转到解决方案中心(Solution Center)，选择浏览所有解决方案(Browse All Solutions)，然后在附加组件部分选择查看更多附加(See More Add-Ons)组件。
自动化工作流程(Automated Workflows)：通过选择触发器和操作来自动化您的项目或工作表的任务。(Automate tasks)您可以自动执行通知、批准请求、记录日期或锁定行等操作。选择顶部工具栏上方的自动化选项卡。(Automation)
您还可以创建工作区、使用条件格式并签出功能，以便为您的公司创建 Web 或移动应用程序。
Smartsheet是一个功能齐全、功能强大的工具，用于管理各种规模的项目。请务必查看他们的订阅计划定价(subscription plan pricing)，以了解最适合您的情况。
对于类似的工具，请查看如何使用 Todoist 看板工具(use the Todoist Kanban tool)或如何使用 Trello 提高工作效率(be productive with Trello)。
How to Use Smartsheet: A Tutorial for Beginners
For a cloud- and web-based tool for tracking projects, tаѕks, lists, teаm members, and more, Smartsheet.com offers extensive and flexible features.
If you’re considering giving it a try or have already signed up for a free trial, making the most of the tool means knowing what it can do for you and your team. Let’s delve into how to use Smartsheet for beginners just getting started.
What is Smartsheet?
If you’ve ever used applications like Asana, Monday.com, or similar project management software, Smartsheet is comparable in purpose, structure, and features. You can use it alone or collaborate with others, create dashboards for quick access to items, and enjoy multiple views like Kanban, calendar, and grid.
Smartsheet also provides automated workflows, templates for quick starts, helpful reports, custom forms, and integrations with other applications to streamline your processes.
The best way to begin using Smartsheet is to create or import a project, sheet, or list of tasks that you want to track. We’ll then walk you through the features of each tool.
Create, Import, or Use a Template
Select the Solution Center icon (plus sign) in the left-hand navigation. You’ll then see options on the top left of the screen for Create and Import.
Choose Create, and you have eight options for Grid, Project, Cards, Task List, Form, Report, and Dashboard/Portal. Select the type of item you want to create, give it a name, and pick Create.
Choose Import if you have a project plan or task sheet elsewhere that you’d like to start with. Pick Microsoft Excel, Microsoft Project, Google Sheets, or Atlassian Trello. Then follow the prompts to import the item.
If you’d like to start with a template or template set, choose Browse All Solutions, select an industry, or use the Search box to find something specific.
Select a template or set to see additional information. Then to use a template, select the Use button.
For a template set, select Learn More to get full details on what’s included and download the set.
Use the Project Assistant
If it’s a new project that you want to start with, you can also use the Project Assistant. This gives you a head start on setting up the project.
In the Solution Center, select Project Assistant. Name your project, enter two tasks to get started, and add two subtasks for Task #1.
You’ll then see the Grid View layout for your new project with the tasks and subtasks you entered.
Project Features
Tracking your project in Smartsheet is easy with project management tools built right in like the Gantt View.
You have spots for the task, duration, start, finish, predecessors, assigned to, percent complete, status, and comments on the left side. On the right side is your Gantt chart.
You can add baselines and show or hide the critical path using the icons on the top right.
Select the gear icon to open the Project Settings. Then adjust the Dependency Settings, Timeline Display, and Resource Management.
Task List Features
The task list has exactly what you need to track your to-dos from start to finish.
Enter the task name, due date, assignee, and status. Use the Done column to mark tasks completed and the Comments section for notes.
Cards Features
If you like the Kanban method of project management, you can use the Cards layout, whether for yourself or your team.
You’ll start with lanes for Uncategorized, Backlog, Planning, In Progress, and Complete. However, you can change these labels per your project.
Use the plus signs to add cards to the lanes. Your cards can include a checklist of subtasks, file attachments, comments, proofs, and reminders. You can also edit the subtasks on a card in a larger view by selecting the Edit icon (pencil).
Choose between a compact or full view of your cards and adjust the Card View settings with the gear icon on the top right.
Grid Features
Do you use applications like Microsoft Excel or Google Sheets for tracking items? If so, then the Grid layout is for you. It looks just like a spreadsheet with columns, rows, and cells.
Form Features
Building a custom form is a useful feature for all sorts of projects. With Smartsheet, you can design your form and adjust its settings easily.
Add and remove Form Elements with the section on the left. Then, select a form field to adjust its particular settings on the right. For example, you can make a field required, include a label or help text, use validation, and add logic.
Adjust the form settings for the Theme and Brand, Security, Form Submission, and emails for submissions.
Report Features
Create a Row Report, Summary Report, or both. Select the sheet or project and add the columns. You can add filters, sort and group columns, and include a summary at the top.
Dashboard Features
By creating a Smartsheet dashboard, you can see a snapshot of your project, check on active items, see a handy chart, or view metrics.
Give your dashboard a name, and then choose the widgets you want to use. You’ll see a nice selection of widgets on the right and simply select one to add it.
Once you have the widgets on your dashboard, you can adjust their settings. Depending on the widget type, you can add and style a title and choose an action for when someone clicks the widget.
Smartsheet Navigation, Layout, and Tools
Smartsheet offers an easy way to navigate the application as well as use the tools.
Left-Hand Navigation
On the left side you have the main navigation for Home, Notifications, Browse, Recents, Favorites, WorkApps, and the Solution Center. When you log into Smartsheet, select where you’d like to start.
At the bottom, select the Help icon (question mark) icon for assistance or the Account icon to adjust your profile and settings.
Right-Side Tools
On the right side are tools. You’ll see these on the screen for each item you use, such as a Project, Task List, or Cards. Exceptions are the Dashboard and Report.
When you select a tool, a sidebar displays containing the corresponding items. You have Conversations, Attachments, Proofs, Update Requests, Publish, Activity Log, and Summary.
The available actions in the sidebar depend on the tool. As examples, you can view all conversations, those that are unread, or comments per sheet or row. For attachments, you can preview the file, download it, rename it, or add a description.
Top Toolbar
On the top of each item, you have additional tools. On the left side, you can save, print, undo, or redo an action. Directly next to that, you can change your view which is quite handy. Switch between the Grid, Gantt, Card, or Calendar views.
You’ll also see font and format buttons similar to what you see in Microsoft Word. This allows you to change the font style, size, or color, change the alignment, format as currency, and more.
Additional Smartsheet Features and Options
Once you learn the basics of how to use Smartsheet, take a look at these additional features and options.
Sharing: Along with the real-time conversations and collaboration tools, you can adjust the sharing and permission settings for your team. Use the Share button on the top right to view your options.
Integrations: Connect Smartsheet to apps like Slack, Google Drive, Gmail, OneDrive, Jira, and more. To view your options, go to the Solution Center, pick Browse All Solutions, and select See More Add-Ons in the Add-Ons section.
Automated Workflows: Automate tasks for your project or sheet by selecting a trigger and action. You can automate things like notifications, approval requests, recording a date, or locking rows. Select the Automation tab above the top toolbar.
You can also create a workspace, use conditional formatting, and check out functionality for creating a web or mobile app for your company.
Smartsheet is a full-featured, robust tool for managing projects of all sizes. Be sure to check out their subscription plan pricing for the best fit for you.
For similar tools, take a look at how to use the Todoist Kanban tool or how to be productive with Trello.
