How Do I Use Macros In Smartsheet?

  • This Workbook: The macro is only available in the current workbook
  • New Workbook: A new workbook opens and the macro is only available in that workbook

Is Smartsheet a PPM tool

With Smartsheet for Project and Portfolio Management (PPM), empower teams to work together towards a common goal on a flexible, collaborative platform.

Does Smartsheet work with DocuSign

Smartsheet is partnering with DocuSign to streamline how your team creates and executes business-critical documents.

Reduce your costs and time to signature by planning, managing, and reporting on your document workflows in Smartsheet.

What is Smartsheet proof

Proofing allows your team to streamline and manage content creation and approval directly in Smartsheet.

Anyone can easily review, edit, and approve images, videos, documents, and PDFs. Proofing also integrates with Adobe Creative Cloud, so users don’t have to bounce back and forth between apps.

Can Smartsheet be embedded

Publishing a sheet, report, or dashboard generates a unique URL that anyone can access without logging in to Smartsheet and iframe code that you can embed within the source code of a website to display the sheet or report.

What is dynamic view in Smartsheet

Smartsheet Dynamic View enables business owners to share information to the right people at the right time for viewing or editing.

Manage critical processes with vendors, mixed internal and external teams, or across organizations, without them knowing about each other.

How does Google Sheets integrate with Smartsheet

Click Add-ons at the top of your Google Form then select Smartsheet Sync > Start.

The Smartsheet Sync sidebar will appear to the right. Click the Connect to Smartsheet button and then follow the steps to authorize access between the app and your Smartsheet account.

What is data uploader in Smartsheet

Data Uploader is a premium app that allows you to be more productive and make timely and confident decisions by providing visibility into data from multiple enterprise systems.

It allows any enterprise system that can export data to CSV, Microsoft Excel, or Google Sheets to be automatically uploaded into Smartsheet.

How do I create a Smartsheet dashboard in Excel?

  • Add a Gantt Chart
  • Create and Format Charts
  • Insert PivotTables
  • Customize Chart Colors and Font
  • Create a Dynamic Chart

Can you use Smartsheet as a database

Now you know how to set up your sheet in Smartsheet, which will serve as your online database.

Next, we’ll show you how to utilize some of the features in Smartsheet that are useful in an online database.

Can Excel and Smartsheet work together

Microsoft Excel + Smartsheet Integrations Zapier lets you send info between Microsoft Excel and Smartsheet automatically—no code required.

Triggers when a new row is added to a worksheet in a spreadsheet. automatically do this!

Adds a file attachment to a row.

What is Data Shuttle in Smartsheet

Data Shuttle by Smartsheet allows you to upload or offload your data between Smartsheet and your ERPs, CRMs, and databases.

This allows you to automatically and seamlessly centralize your data into one source of truthgiving you the ability to make confident, real-time decisions.

Contact our team.

What Smartsheet advanced

Smartsheet Advance provides the robust capabilities your enterprise needs to adapt to anything, empower teams, and align your entire businesswhile giving IT the control to manage risk and maintain compliance.

How do you create a data shuttle in Smartsheet

Sign in to Data Shuttle at datashuttle.smartsheet.com. On the left Navigation Bar, select + to create a new workflow.

Select the type of workflow you want to create, upload, or offload.

Can you import Excel into Smartsheet

You can import an existing Microsoft Excel file, Microsoft Project project, Google Spreadsheet, or Atlassian Trello board to create a new sheet in Smartsheet.

Import will always create a new sheet. To bring data from other programs into an existing sheet, use copy and paste.

Is Smartsheet same as Jira

Are Jira and Smartsheet the same thing? No, they are two different platforms. Jira is a software development tool and Smartsheet is designed for work management.

However, they’re both leading solutions that come highly recommended by their users.

How do I make a Smartsheet PDF?

  • Select the rows you want to generate documents with
  • Right-click a highlighted row and then select Generate Documents…
  • Drag your Filename column to the Output Document Name field at the top of the screen
  • On any of the saved mappings, select the Generate dropdown list

Does Smartsheet have workflows

With Smartsheet, you can quickly create workflows to automate the repetitive, manual tasks that dominate your day.

Get started with guided workflow templates to quickly and easily set up your first automation to collect updates, track due dates, and more.

How do I access Smartsheet control center?

  • Click Log in with Smartsheet
  • If are not currently logged into Smartsheet, you will be asked to provide your Smartsheet email and password
  • Click Allow to give Control Center permission to access your Smartsheet account

Is Smartsheet dashboard interactive

Today, we’re rolling out the ability to embed Smartsheet Dynamic View into dashboards, so teams can now interact with live, actionable, and personalized tasks that, depending on who is logged into the dashboard, present only tasks that are relevant to that person.

Can Smartsheet collect signatures

Smartsheet Inc. Collect signed documents electronically from projects, spreadsheets, plans and task lists. Use DocuSign within Smartsheet’s collaborative work management tool to coordinate work that involves signatures.

How do I automate data in Smartsheet?

  • Connect
  • Configure
  • Test and go live

Can Excel pull data from Smartsheet

The Smartsheet Live Data Connector provides industry-standard connectivity via ODBC to the third-party apps you use most, such as Tableau, Excel, QlikView / Qlik Sense, Tibco Spotfire, and more.

This allows you to deliver powerful data visibility and insights with your Smartsheet data via the tools you already use.

What are work apps in Smartsheet

What is it? WorkApps is a new, simplified way to help you navigate your Smartsheet assets.

It’s a no-code platform that streamlines your work and simplifies collaboration. Navigate your sheets, forms, dashboards and reports in one easy to use App.

How secure is Smartsheet

Data security Smartsheet uses encryption through our platform to ensure your data is protected from unauthorized disclosure.

Having built the platform with encryption in mind, our customers will find that encrypted connections to the platform can only be made via https with up-to-date TLS versions and AES encryption.

How do I pull information from one Smartsheet to another

After you click the reference another sheet it will open a folder. Search for the Sheet you wish to pull the information from.

Next you will have to click on the column with the job number in it and hold down the shift Key.

While holding down the shift Key click on the column that has the data you wish to retrieve.

Is Smartsheet powered by Google

Smartsheet works with Google Apps to empower users to organize work their own way, and to easily connect with the people and content necessary to make work happen faster and easier.

How do I create an interactive dashboard in Smartsheet?

  • On the left Navigation Bar, select Solution Center
  • In the left pane, select Create > Dashboard/Portal
  • Type a name for your dashboard, and then select OK
  • To edit and add information to your new dashboard, in the upper-right area of the screen, select Edit Dashboard

What is Work insights in Smartsheet

Work Insights automatically aggregates your data for you and visualizes it so you can focus on what’s happening in your work instead of losing valuable time building complex reports.

Work Insights gives you the power of business intelligence right in your sheet. Smartsheet.

Is Smartsheet hard to learn

In theory, Smartsheet shouldn’t have a steep learning curve. Unfortunately, that’s not the case.

The interface isn’t very user-friendly, which can make it challenging to chart and analyze data.

Unless you’re generating reports, there’s no real easy way to analyze the sheets at-a-glance.

References

https://brandfolder.com/integrations/
https://www.smartsheet.com/marketplace/apps/live-data-connector
https://support.google.com/work/android/answer/6191949?hl=en