Whether you’re new to Smartsheet or a Smartsheet Power User looking for new ideas – gain the knowledge and skills to build effective solutions and drive meaningful change with our Smartsheet Academy.   Book Your Place

Try our Smartsheet Bitesized 90 minute Training Modules – See our latest Training Schedule

Smartsheet Light – Personalised One 2 One Online Training Course – Initial Smartsheet Discovery, Designing new sheets and workflows plus appreciation of Managing Projects in Smartsheet

Smartsheet Champion – Personalised One to One Online Training Course – Advanced training in Managing Projects and Workflows in Smartsheet plus SuperUser Training

Note:  our onsite training courses are currently being run as 90 minute remote modules – tailored to your specific requirements

ARRANGE YOUR SMARTSHEET TRAINING HERE

See Client Testimonials

Let us train your workforce to work with your bespoke Smartsheet workflow – either One to Many remote, interactive bespoke training or onsite to suit your needs.

Arrange your Smartsheet Training or Contact us to discuss your requirements

We guarantee there will be “light bulb popping moments” when you realise how much time can be saved by removing repetitive activities and by maintaining one version of the truth

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We’re very excited about the latest and very welcome features which take Smartsheet to the next level in Project Management.

Save time and gain greater control over your work with Smartsheet’s newest features.

With Gantt and calendar views on summary reports and enhanced update requests, you now have more power to choose the level of detail you want to share. You can send a project rollup to executives or share a single row to an external collaborator for a quick status update.

We’re also announcing a new self-service experience that lets you easily manage and configure accounts at any time with user auto-provisioning and authentication settings, for Enterprise users only.

Here’s more information on these new features:

Get Quick Updates From Anyone, on Mobile and Desktop, with Update Requests

Receive updates to key rows in a sheet or report from any collaborator, whether or not they have a Smartsheet account, by sending Update Requests. Choose which columns you would like to add to your Update Request, allowing contractors, consultants, clients, and others to add or change information with a simple form sent via email.

Collaborators are able to easily respond to update requests wherever they are, on any device. No login is required to update the rows and the collaborators do not need to be shared to the sheet.

You can learn more about Update Requests here.
To send Update Requests on desktop:

1. Highlight the row to be updated by clicking its row number. To highlight multiple rows, hold down the [Shift] or [Ctrl] key on your keyboard as you click the row numbers.
2. Click the drop-down arrow next to the row(s) and select Send Update Request.
3. The Send Update Request form will appear. Type in the email address of the recipient and click Schedule to send it on a recurring daily, weekly, or monthly basis, or to schedule the request for a later date.

To respond to Update Requests on desktop or mobile:

1. Click the Open Update Form button in your email and complete the Update Request in the vertical form that appears (on a smartphone or tablet, the form will open in a mobile browser).
2. Click Submit Update when you are done.

Note: Update requests must be created on desktop. We will release the ability to create update requests in the mobile app in fall 2015.

Roll Up Sheets and Projects into Summary Reports with Gantt and Calendar View

Consolidate key tasks and milestones across many sheets into a single overview with Smartsheet reports, now with Gantt and calendar view.  You can easily share the big picture of your entire portfolio with stakeholders or see a master calendar of all activities across multiple initiatives.

For more granular control over the information that is shared from a sheet, publish your report and share it with outside vendors, ensuring that they only see the high-level milestones.

You can learn more about Reports here.
To view Gantt and calendar on reports on desktop:

1. Use an existing report with two date columns or create a new report. To create a new report by clicking Home > Create New >Report. Then, walk through the Report Builder to specify the criteria for the report.
2. Once you’ve run the report, click on the Gantt or calendar view button on the left sidebar.

In the Gantt view, you can also choose to include % Complete, displaying a visual indicator of progress on the Gantt bars.

Note: Your report must have two date columns in order for the Gantt view to work.

Easily Configure and Manage Your Account at Any Time: Enterprise Only

For Enterprise plans only, administrators can use the new 100% self-service feature to configure and manage account authentication and user auto-provisioning settings. You’re in control of your account configuration, reducing time, labor, and complexity.

You can increase account security by explicitly restricting the options available to your users for signup or login. For example, you may want to restrict users to only use Google for their authentication. Choose one or more from the list of authentication options that include email + password, SAML, Google, and Microsoft Azure AD.

You can also intercept new users as they sign up for Smartsheet and automatically add them to an existing company account. Simply register the domains you own and choose to add new users as licensed users or non-licensed users. For example, all employees from “acme.com” who sign up for Smartsheet will automatically be added to an existing acme.com’s company account in Smartsheet.
To configure authentication and user auto-provisioning: 

1. Click Account in the upper left-hand side of your screen. Select Account Admin > Security Controls.
2. Click Edit next to Authentication to choose from email + password, Google, Microsoft Azure AD, or SAML authentication.
3. Click Edit next to User Auto Provisioning to disable or enable specified domains to sign up with Smartsheet and to add validated domains.

Save More Time with Smartsheet

You now have the ability to share the big picture view of your entire portfolio, get quick status updates from anyone, and manage your account settings at any time. Keep stakeholders updated on key tasks and milestones, while tracking the project details by sending Update Requests to internal and external collaborators.

To learn more about these new features, sign up for a free webinar on August 20th. 

For more information about this release, read our external release notes.

To ensure you make the most of not only this weekend’s feature upgrade but the recent upgrade to Critical path and Partial Days, talk to us about your:

• Smartsheet Consultancy needs
• Smartsheet Training requirements:   Getting to Grips with Project Management in Smartsheet 
• Or Project Migration:  Project Development Consultancy and Workflow Process Improvement

Contact us to discuss your needs – we’d love to hear from you !

The post See What’s New in Smartsheet appeared first on SmarterBusinessProcesses.

Smartsheet, an intuitive work management tool, has led the way here in recent years, yet many Excel users have yet to discover the benefits. Those that have, have discovered ways to save 20 or even 40% of their Admin time. Project planners have often used MS Project, which, like Excel struggles to provide easy collaboration on any platform on any device, which Smartsheet  provides easily.

What are the true benefits of using Smartsheet?  See “The Forrester Total Economic Impact of Smartsheet” Infographic

Our experience has shown that businesses that migrated their complex Planning processes into Smartsheet found that it was capable of about 80% of what they required and did it far better than traditional systems. Smartsheet’s latest feature updates mean that it is now capable of over 90% of typical requirements, removing the need for more expensive and complex systems. Often, what Smartsheet is not best at, can remain in Excel, e.g. for in depth data analytics. The difference being that Smartsheet gathers all the data from collaborators really easily and can deliver it to an Excel dashboard in real time. So, all the reasons for not moving forward have now been removed, which can be a significant contributor to the Productivity of any organisation.

Project Migration and the Change Management of working practices that comes with such migration has many rewards that are quickly accessed.  All that is needed to implement and benefit from this Migration is a team of consultants that understands Microsoft Apps and Smartsheet really well, such that the best tools are deployed and Workflows re-designed to suit more collaborative working practices.

Implementing Smartsheet and associated Symbiotic apps like ProofHQ,  Docusign,  OverDRIVE etc., are virtually instantaneous and inexpensive. Licenses can be provided on a trial basis while the evaluation of benefits takes place and purchases made on an annual renewable basis, which reduces upfront costs dramatically compared to traditional IT system replacement.

What are the key processes that Smartsheet can address better?

• Time and Task planning in Projects of a specific duration and ongoing activities that are not called Projects, yet share many of the challenges of Projects in getting work completed on time on budget.
• Human Resource Planning is now intuitive and easy to set up for most business sizes.
• Improved Project Information provides visuals like the Critical Path i.e. the tasks that will delay project completion if not finished on time.
• Sharing of project information and associated task management is easier than ever before with integration with such as Outlook and Gmail. Tasks updated within an email browser, so speeding efficiency.
• Security: Smartsheet System administration provides far better security of Data and confidential information by ensuring important data is not emailed as an attachment ( and potentially onwards to the wrong people) but permission is granted to View, Edit and Update sheets. Access to which can be removed at the click of a mouse should the need arise. So dramatically improving data security and the need for Version control, there being just ONE version, the LIVE one.
• Creating online WebForms that collect answers and data from those you need feedback from has never been so easy and is cited as the single biggest time saver in Admin office. Say goodbye to Paper Forms, Postage, Transcribing info from paper to spreadsheet, say hello to instant alerts and data analysis.
• Integrating Smartsheet with your other Applications has been dramatically upgraded and now API 2.0  offers a whole range of opportunities to link applications together to remove even more steps from your traditional processes by automating your workflows and updating data in several places with just one entry.

Book your place for our Getting to Grips with Project Management in Smartsheet course or Smartsheet Discovery Day delivered in London, Southampton and Leeds or on your premises for up to 8 people or Arrange your Free initial Consultancy to discuss your Training or Consultancy requirements.  We’d love to hear from you!

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