11 Jun 2024

Unlock the Power of Smartsheet with Expert Video Tips

At Optimum, we believe in empowering our clients with the tools and knowledge they need to maximize productivity and efficiency. Smartsheet is one of the most versatile platforms available for project management, and our experts have put together a series of short, bite-sized videos that will help you unlock its full potential. Whether you’re new to Smartsheet or looking to refine your skills, these videos cover a wide range of topics to help you streamline your workflow and make the most out of Smartsheet’s features.

Getting Started with Smartsheet

1. Smartsheet Sheet Summary

Learn how to leverage the Sheet Summary feature in Smartsheet to organize and summarize your data efficiently.

2. Formatting Numeric Date Values and Appending Suffixes

Discover how to format numeric date values in Smartsheet and append suffixes for better readability and presentation.

3. How to Use Emojis in Smartsheet

Enhance your sheets with emojis to add a touch of personalization and make your data more engaging.

Smartsheet Advanced Data Management

4. Finding the Most Recent Entry in Smartsheet

Find out how to quickly locate the most recent entry in your Smartsheet to stay updated with the latest information.

5. Summarizing Values within Working Days

Learn how to summarize values within specific working days to get accurate and relevant data insights.

6. Spreading Budgets with Smartsheet Prorate Function

Understand how to use the prorate function in Smartsheet to spread budgets effectively across your projects.

Enhancing Project Management with Smartsheet

7. Automating Phase Display in Smartsheet Card View

Automate phase display in Card View to visualize your project phases and streamline your project management process.

8. Simple Purchase Order Sheet, Reports, and Tips

Create a simple purchase order sheet, generate reports, and get tips to manage your procurement process efficiently.

9. Weekly Vacant Apartment Notification

Set up a weekly notification system for vacant apartments to stay on top of your property management tasks.

10. Inventory Management

Discover how to use Smartsheet for inventory management to keep track of your stock and optimize your supply chain.

Smartsheet Integrations and Reporting

11. How to Create a Dashboard from Survey Data

Create an insightful dashboard from survey data to visualize and analyze feedback effectively.

12. Smartsheet and Microsoft Teams Integration

Integrate Smartsheet with Microsoft Teams to enhance collaboration and streamline communication within your team.

13. Report Source Widgets

Utilize Report Source Widgets in Smartsheet to create dynamic reports that provide real-time data insights.

We hope you find these videos helpful in enhancing your Smartsheet skills and optimizing your workflows. If you have any questions or need further assistance, feel free to contact our team of experts. And don’t forget to subscribe to our YouTube channel for more videos like these!

About Optimum: Your Smartsheet Platinum Partner

Optimum is an award-winning, Platinum Smartsheet Partner, serving clients in multiple industries in the US and Canada. Our certified consultants define, automate, and optimize processes and implement advanced Smartsheet solutions for IT PMOs, Marketing, Procurement and Legal, Product Development, Asset Management, Merger & Acquisition, and many other business functions and departments.

From development of customized templates, advanced dashboards, and automated workflows, to the full implementation and support of Smartsheet Control Center, Resource Management, Dynamic View, Data Shuttle, Bridge, Connectors, and custom API Development, our team helps clients maximize their ROI in Smartsheet and increase user adoption and productivity of their teams.

Reach out today for a complimentary discovery session, and let’s explore the best solution for your work automation and project management needs!

Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com

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