Getting Started With Smartsheet-Smartsheet project management

Smartsheet project management is the key to maintain your sheets in the right way. Smartsheet refers to the Project Management Saas Software. Its primary aim is to manage the collaborations of the company. It makes this a reality on a single platform without considering the type of partnership.

You can use Smartsheet to plan, track, monitor expiry data, share files, and manage different tasks. It features a look that is similar to that of Excel spreadsheets, hence the name, Smartsheet.

Other than being the right solution for smartsheet project management, Smartsheet is also a website application. Thus, this shows that your computer does not need to have specific software to use Smartsheet. You can access all the crucial requirements online, meaning you can use Smartsheet from any place. Also, this means that you can use Smartsheet while on the road. You can use it while at work, while at your home, from your tablet or your smartphone.

How Can Smartsheet project management Help You?

Smartsheet refers to the web application that uses types of spreadsheets known as sheets. These sheets are behind everything that Smartsheet does. However, there is one unique thing that differentiates Smartsheet from Spreadsheet programs such as Google Sheets or Microsoft Excel. This difference is that Smartsheet features every sort of collaboration functionality.

Other than the standard spreadsheet functionality, Smartsheet can also help you to do several things. These include:


Smartsheet allows you to collaborate with other members of your project. Thus, this means that Smartsheet allows both of you to edit or check the progress of the project.

● Setting Up Notifications And Reminders

Smartsheet enhances setting up alerts for different tasks within it.

● Attaching Files

Smartsheet enhances attachment of files to a row or entire sheet in it. Smartsheet stores these files in its servers, and you or your team members can always access them when they login to Smartsheet.

● Having A Discussion

With Smartsheet, you can hold discussions for the entire project or specific tasks. You’ll always access these discussions on the sheet.

● Setting Up Website Forms

Smartsheet enhances the setting up of web surveys or feedback forms. Also, it will automatically store any responses given by the users.

● Publishing The Sheet

You can create an external URL related to the sheet so that you can always access it.

Signing Up With Smartsheet

You can sign up with Smartsheet using various ways. These include:

● Using Email Address

In this case, you need to follow the link, enter your email address and then choose Smartsheet for Free. After doing this, Smartsheet will send you a message requesting you to confirm the email address you entered. Here, you need to click the confirmation button. Setting up your password is the next step that follows, and then you’ll get logged in by Smartsheet.

Using Google

Also, you can use your Google Account to sign up with Smartsheet. But, you will need to confirm your Google account email and then set up your password. You only need to go to the Smartsheet home page and click sign up using Google.

After this, you need to click accept so that Smartsheet can have direct access to your Google account. You’ll get logged in automatically after accepting Smartsheet’s Terms of Service.

Setting Up The First Smartsheet-Primary Step Towards Smartsheet project management

As said earlier, Smartsheet relies on spreadsheets as the basis for every task it does. Smartsheet’s sheets are what you’ll use to create task lists and project schedules. The exciting thing with Smartsheet is that it features several ready-made templates that you need to use. Thus, this means that you’ll not have to start everything from scratch.

Creating New Smartsheet

When creating the first Smartsheet, you need to go to Smartsheet’s home page and follow a few steps, which include:

1. Clicking ‘create new tab’ located at the top side.

2. Go to the left side and select your best templates from the listed ones or choose a black sheet.

3. Go to the upper, right-hand-side, and click ‘Create Sheet.’

4. Next name your Smartsheet in the dialogue box you’ll see and then click ‘OK.’

That is all! This guide is the most straightforward procedure to follow so that you can create the first Smartsheet. Also, keep in mind that Smartsheet will always share with you crucial tips on how to use your sheet. However, you can close them if you don’t want them.

An In-Depth Understanding Of The Sheet’s Column

You’ll realize that a blank sheet that you’ve created features several columns. So, what are their uses? Here is the answer!

Row Number Columns

The sheet rows feature automatic numbers, and they appear sequentially. However, you can reorder the rows by using the shaded area located on row number’s left side. You only need to click and hold this area and then move the row upwards or downwards to a new spot.

Second Column

The second column features a drop-down section, which makes it easy to do several actions with the row. These include cutting, copying, editing, or inserting rows on the upper or lower side.


The paperclip icon allows you and your team members to attach various files to the row. In this case, you’ll have the option of uploading data from Dropbox or Google Drive, upload them from your computer or providing a file URL that’s hosted externally.

● Discussions

The conversation balloon column makes it easy for you and your team members to add your comments to the row. Thus, this column plays a crucial role, especially when you want to talk about a specific task with your team members.

Row Action Reminders

This indicator column plays a crucial role in informing you when a specific row has a reminder linked to it or is locked. Also, with this column, you’ll get notified if there’s a pending update or if you’ve over allocated the resources.

● Primary Column

The primary column is what we refer to as the first information column or the first area where you’ll type your data into. In the case of a project schedule, we can categorize it as your task list.

Additional Columns

Also, we have other columns located on the right-hand side of the primary column. For these columns, you can customize them to anything you want to be.


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