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Smartsheet tips

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Empower teams across your organization with a highly-visual way to work, communicate, and collaborate in ... Card view brings agility to multiple scenarios, to increase speed and performance.

May 1, 2023

Smartsheet Pro Desk

Pro Desk offers practical one-on-one sessions with a Smartsheet expert to accelerate your setup time, understand the capabilities of the platform, and get advice on Smartsheet best practices.

Sprint Planning Board Template

Plan, manage, and monitor tasks within your agile project. Drive accountability with a view into task ownership and status.

Yearly Tax Preparation Template

Verify that you have all required annual tax documents with a simple checklist, attaching returns, forms, and other files to keep everything in a secure, centralized location.

Website Project with Gantt & Dependencies Template

Plan, track, and visualize tasks within each phase of your web projects, centralizing wireframes and client emails in one location accessible to all

Trade Show Budget Template

Plan, track, and manage budget for trade show events, centralizing key details to ensure your trade shows are on budget and payments are on time.

Time Card with Automated Approval Template

Streamline your time card process with automated approval requests, routing submitted requests directly to the approving manager and automatically informing payroll of time card approvals

Team Project Task Board Template

View and track projects across your team by assignee, status, or feature type. Identify resource gaps and delegate tasks to balance workload.

Time Tracker with Rate Table Template

Monitor time spent on client tasks and projects. creating a consistent time tracking process with a simple form

Territory Management with Summary Template

Manage sales territories by region and allocate reps to accounts, tracking resource levels per region to execute territory strategy.

Team Task List by Priority Template

Bring focus to your team's next status meeting with real-time information regarding tasks, reducing status update requests and meetings

Team Objectives Tracker Template

Manage team objects to ensure that deliverables and goals are aligned with supporting documents in a centralized location to share with management driving visibility and accountability.

Tax Deductible Mileage Expense Tracker Template

Track tax-deductible car trips for business, charitable, and moving purposes, centralizing supporting documents, like receipts and trip plans, in one location.

Task and Progress Monitor Template

Track tasks across multiple projects in a single sheet, saving related files and discussions in one location accessible to your team

SWOT Analysis Template

Evaluate strengths, weaknesses, opportunities, and threats related to your project or organization, while capturing discussions and supporting documentation in a centralized location.

Subcontractor Documentation Template

Track subcontractor documentation across multiple projects in one location, so that you can easily identify outstanding documentation and take action to see each deliverable is completed