Tips and Tricks – SmarterBusinessProcesses https://smarterbusinessprocesses.com Thu, 24 Jun 2021 22:55:30 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://smarterbusinessprocesses.com/wp-content/uploads/2014/11/cropped-SBPm-Square-32x32.jpg Tips and Tricks – SmarterBusinessProcesses https://smarterbusinessprocesses.com 32 32 Webinar #5. Dashboards. What Did You Miss? https://smarterbusinessprocesses.com/webinar-5-dashboards-what-did-you-miss/ Thu, 24 Jun 2021 12:45:07 +0000 https://smarterbusinessprocesses.com/?p=14590 Thanks to everyone who joined us on Wednesday for our latest Smartsheet tips and tricks webinar

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Attendance and levels of enthusiasm were high at our June Webinar on Tips and Tricks With Smartsheet Dashboards. 

We love the global feel of our webinars and it was great to be joined by clients from both sides of the Atlantic. While delegates came to us with a range of levels of Smartsheet knowledge, everyone was able to gain something from the session. 

CTO Dr James Harris got a great response with his live demo on Smarter Dashboards, where he showed how to manage timesheets and meeting minutes using web-based dashboards embedded into Smartsheet. These solutions showed how you can dynamically slice and dice Smartsheet data, or can add/update data into existing sheets directly from your Smartsheet dashboard. 

We were delighted to welcome Debbie Priest from NHS Tayside who took us through her Smartsheet dashboard environment, showing how linked dashboards can provide a very effective company intranet, with a layout that lends itself to mobile phone use as well as via desktop.

Feedback for the webinar speaks for itself:

These webinars are great, really informative.

This is awesome!! I love this control panel solution and ability to filter dynamically within a dashboard! I can think of loads of places where we could use this.

Wonderful stuff!

Catch up on the live recording below, and you can watch this along with other previous webinars and demos over on our Youtube page

Join us for Webinar #6, on Wednesday July 21st when we’ll cover Tips and Tricks with Smartsheet Forms.

Register now or subscribe to our Tips and Tricks mailing list for the latest in Smartsheet.

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Smartsheet IT PMO – Tips and Tricks Webinar #4 is Done and Dusted! https://smarterbusinessprocesses.com/smartsheet-tips-and-tricks-webinar-4-is-done-and-dusted/ Mon, 24 May 2021 17:25:01 +0000 https://smarterbusinessprocesses.com/?p=14467 Thanks to all who attended

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Huge thanks to everyone who attended our What’s New in Smartsheet Tips and Tricks Webinar last week.

We had our highest attendance yet, and a truly global feel as clients joined us from Toronto, Uruguay, Ethiopia, South Africa, London and Texas to name just a few!

Chief Smartsheet Solutions Officer Debbie Sawyer took everyone through how to customise the Smartsheet PMO template set with her usual clarity and attention to detail including a peak at the new Baselines feature . Our Smartsheet and AppSheet Consultant David Bower then followed up with a cracking demo of how to share PMOs in MS Teams.

So far delegates have described the event as, “Good, and it was broken down at a level that a new Smartsheet user could understand”, “Another very informative session” and an “Excellent, well-paced webinar.”

Missed out? You can catch the live recording below, with loads more over on our Youtube page.

Join us for Webinar #5, on Wednesday June 23rd when we’ll cover Tips and Tricks with Dashboards.

Register now or subscribe to our Tips and Tricks mailing list for the latest in Smartsheet.

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SBP’s First Tips and Tricks Webinar: How Did It Go? https://smarterbusinessprocesses.com/sbps-first-tips-and-tricks-webinar-how-did-it-go/ Fri, 22 Jan 2021 13:40:15 +0000 https://www.smarterbusinessprocesses.com/?p=13954 The Office Booking solution demo was hugely popular and delegates loved that they came away with their very own template

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Thanks to everyone who joined us for our first ever Webinar last week. SBP’s Senior Smartsheet Consultant and Training Manager Debbie Sawyer gave clients the lowdown on Office Bookings, and shared some great tips, tricks and shortcuts on using conditional logic in forms and creating dashboards. We asked attendee Katie Ni Churraoin from Ventient Energy to tell us how it went.

What prompted you to sign up for our webinar and what were you hoping to get out of it? 

My team and I were working on our Office Tracker and Debbie had mentioned the webinar. We felt that it would be a great insight into getting the best out of the tracker. I was hoping to get a better understanding into using all of the features available and utilising them within our tracker and throughout other projects too.

Have you or are you intending to put any of the Tips covered in the webinar into practise in your own sheets?

I have used some of the features on collaborations sheets across the business as a way of presenting information and data. Our office tracker has also been updated in order to reflect the max capacity in the office and the capacity on a day-to-day basis. I am sure that these tips will also be helpful with other projects that we intend to use Smartsheets for.

How much time do you think you have saved by using the tips shared during the webinar?

Once the office reopens, it will definitely save a lot of time. Rather than having to calculate how many are in a particular office on any given day, the stats will be at the top of the page. The information provided towards the end on vaccination will also help greatly and the aim will be to integrate the sheets to be in a better position to have all the facts clearly displayed.

What three words would you use to describe the experience? 

Useful, informative, practical.

Would you do it again? 

Definitely. I really enjoyed the webinar and it was nice to hear from a number of people within the SBP team. I also enjoy the interactive side – being able to see how to do things and then having the opportunity to do them myself.

Thanks Katie!

Join us for our next Tips and Tricks Webinar on 19th May at 16.00 BST when we will be discussing IT PMO and how to make the best use of Smartsheet PMO Templates with lots of useful Tips along the way

Subscribe to our Tips and Tricks, follow us on LinkedInFacebook and Twitter to keep updated.

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Smartsheet for Microsoft Teams https://smarterbusinessprocesses.com/smartsheet-microsoft-teams/ Thu, 23 Mar 2017 16:03:11 +0000 https://smarterbusinessprocesses.com/?p=6403 Turn Conversations into Action with Smartsheet and Microsoft Teams - Smartsheet’s integration with Microsoft Teams, the new chat-based workspace in Office 365 harnesses the creativity and spontaneity of group conversations, pairing it with collaborative work management to transform conversations into action.

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Turn Conversations into Action with Smartsheet and Microsoft Teams – Smartsheet’s integration with Microsoft Teams, the new chat-based workspace in Office 365 harnesses the creativity and spontaneity of group conversations, pairing it with collaborative work management to transform conversations into action.

Read More

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How to Define your New Year Resolutions for Home and Work https://smarterbusinessprocesses.com/define-new-year-resolutions-home-work/ Wed, 21 Dec 2016 16:55:37 +0000 https://smarterbusinessprocesses.com/?p=5998 With 2016 drawing to a close,  our thoughts are turning to making our lives better in 2017.    What things do you want to achieve in 2017 and how are you going to achieve them?   We’d like to share some of Time Management expert Laura Vanderkam’s strategies for prioritising your personal and professional lives […]

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With 2016 drawing to a close,  our thoughts are turning to making our lives better in 2017.    What things do you want to achieve in 2017 and how are you going to achieve them?  

We’d like to share some of Time Management expert Laura Vanderkam’s strategies for prioritising your personal and professional lives to help you find more time for what matters to you.  

  • Create your end of year Business and Personal Reviews at the the beginning of the year – set your goals
  • Treat your priorities by putting them in your schedule first,  giving equal priority to career, relationships and stuff!

Subscribe to our Tips and Tricks and YouTube channel for efficiency and productivity advice and see why 2016 has been ‘The Year of the Mobile App!’

On behalf of Richard, Gwen, James, Craig, Viki, Brett, Rob and Mike, may we wish all our valued clients and partners a Joyful Christmas and Successful 2017.

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NEW! Smartsheet Dashboards https://smarterbusinessprocesses.com/new-smartsheet-dashboards/ Thu, 25 Feb 2016 15:53:08 +0000 http://smarterbusinessprocesses.com/?p=4997 Smartsheet Dashboards, now in beta, provide visual interactive access to the work your audience cares about most. Use Dashboards to create an at-a-glance summary of work or build an information hub to provide quick access to important links, documents and data.

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