Top Tips

Record A Date
Today – we’re focusing on the Record A Date automation. Q. How can I tell when a value was entered? 🤔 A. You can right click on a cell and the Cell History will show the date/time stamp for the…

Smarter Dashboards are Even Easier
There’s nothing quite like having the information you need, where you need it AND in a format that’s easy to read. That’s precisely why we’ve developed our Smarter Dashboards App to be even better than before. We’ve taken some great…

Generating Documents
This week we’re thinking about what you might want to do with the data you hold in your Smartsheets. Do you often find you want to send it, perhaps to customers or even use it in your content? To do…

Good Value!
Sometimes you might look at your data and *think* you can see a number, but when you come to use it in a formula it doesn’t do what you expect. 😭 See the screen shot below, where the A+B column…

More Smartsheet AI tools
Welcome to the first Top Tip Tuesday of November and we’re taking a second look at the new Smartsheet AI tools on offer with their Enterprise plan. Generate Formulas is designed to help you process, calculate or extract information simply…

Better Workspaces
This week, we’re looking at Smartsheet’s recent improvements to workspaces. The new workspace collections functionality means you can organise and share sheets, reports, dashboards and forms in one centralised location. You can even share third party files, such as Google…

AI Tool: Analyze Data
This week, we’re looking at one of the new AI tools on offer to those of you on a Smartsheet Enterprise plan. Analyze Data is one of 4 AI tools on offer for a trial period ending 31 December. But…

Smartsheet User Subscription Model
Today we are highlighting the latest Smartsheet User Subscription Model and signposting you to some articles that might help you understand the changes taking place.

Watch And Learn
Because we love to add value here at Smarter Business Processes, today’s tip is a signpost for finding even more tips and help with your Smartsheet use. We have a YouTube page – and it contains lots of video…

Smartsheet’s US-based Engage conference
It’s Top Tip Tuesday and as it’s nearly time for Smartsheet’s US-based Engage conference, we thought we’d focus on that for our tips. If you’re not attending, our top tip is to check in here regularly between 8th and 10th…

Smarter Reports to a Sheet
Welcome to another Top Tip Tuesday and this week, we’re showing you how to use our Smarter Reports to a Sheet app. In a nutshell, this nifty app will copy the data from a Smartsheet Report and paste it into…

Timeline View
It’s time for Top Tip Tuesday! Timeline View is an alternative option to the grid, card, Gantt, and calendar views in Smartsheet. It enables you to arrange work on a horizontal timeline and group tasks so you can track progress…

Sorting your search results in Smartsheet
Another fab new feature from the newly enhanced Search Facility from Smartsheet. Once you have found the Advanced Search Results window and have been thrilled by the Type drop down which we covered in last week’s Top Tip Tuesday, have…

Smarter Dashboard App
Hello LinkedIn, are you ready for another Top Tip Tuesday? This week, we want to tell you the story of dashboards in Smartsheet. They’ve always been a thing but we realised they weren’t necessarily doing everything you wanted them to.…

Advanced Search – ROW
We’re so excited about the new and improved search functionality from Smartsheet. Here’s another AMAZING detail. When you are in the Advanced Search results screen and you have searched for ROW ↔️ content, you can now edit that row directly…









