Top Tips

Conversation Pane
Adding comments to the conversation pane is great, with the ability of multiple conversations per row and being able to mention people directly for notifications purposes. But when you just need to see the latest comment made, scrolling through all…

Report Scope
Its Top Tips Tuesday and today is a little tip about the scope of a report. I.e. where the report finds it’s source sheets. When creating a report within a large workspace, it is tempting to drill down within the…

Spring Cleaning
It’s already the middle of March, we thought it was time for some spring cleaning! Did you know you can ‘unshare’ yourself from Smartsheet workspaces that you no longer use? Doing so will declutter your nav bar and make it…

Smarter Report to Sheet App
Have you ever asked yourselves these questions? Q.How do I provide people access to only their data without giving them access to the underlying sheet and without having to purchase a Smartsheet Premium app?🧐 Q. How to I get a…

Format Hierarchy Levels
We’ll demonstrate how to format your hierarchy levels automatically. As a trainer and consultant I see a lot of client work and often clients, who are unaware of the power of hidden helper columns, end up formatting their parent rows…

Avoid Frustration with Column Formulas
Converting a formula to a Column Formula in Smartsheet is a great feature. It copies a formula to all cells in the column AND protects the column from edits 😂 But, frustratingly if your formula contains an absolute cell reference…

Questions Regarding Update Requests
Today we are answering a common question regarding Update Requests. 🧐 “I want to use an Update Request workflow to capture extra data in an existing row, but I don’t want the user to be able to change the data…

Love Smartsheet
It’s Top Tip Tuesday and it’s also the month of love! Whether you’re indulging in Valentine’s, Galentine’s, Palentine’s, or not even the tiniest bit interested, we thought we’d share some of the things people love about Smartsheet! Looking in the…

Integrate Airtable with Xero
Did you know you can integrate Airtable with Xero? When your tools talk to each other, your business becomes frictionless. Information flows automatically from one platform to the next, meaning you don’t have to worry about: Manual entry errors: Numbers…

Colourful Conditional Formatting
This week, we’re bringing some colour to the dark January days with Conditional Formatting. This is a game-changer for making your Smartsheet more visually intuitive and actionable. By using colour-coding rules, you can highlight important deadlines, flag overdue tasks, or…

Integrate Smartsheet with SQL
We’re recommending that you integrate Smartsheet with the ever-popular SQL. This database is powerful, versatile and reliable so we understand why people like using it. However, when you integrate it with Smartsheet, it’s even better! At Smarter Business Processes we…

Smarter Project Management
Do you need to be more organised in managing projects? The answer is almost certainly ‘yes’, as we can all benefit from saving time. Well, here’s how to use Smartsheet’s template sets to set up a PMO automation BUT with…

Collaboration using Airtable
Airtable can help with collaboration and productivity in your business. It is a very flexible platform that allows you to tailor workflows, track progress in real-time, and enhance teamwork. Our top tips for the best ways to use Airtable in…

Thoughts on Cybersecurity
This week, we’re sharing our thoughts on cybersecurity – along with not one, but four top tips for actions you can take, right now, to make your business safer. As businesses increasingly embrace digital tools like Smartsheet and Airtable to…

Parent with Child – Row Formulas
In today’s Top Tip Tuesday, we’re asking “How can you combine Parent Row calculations and Child Row calculations into 1 formula which can be stored as a column formula?” Parent rows are expandable and collapsible and are identified from the…









