Top Tips

Airtable for FREE
Welcome to Top Tip Tuesday and today we’re focusing on the wonders of Airtable. In fact, the tip is simple and it’s to check out Airtable’s free membership tier. If you ever feel like you’re sellotaping tools together to manage…

Conditional Counting
How many tasks has your team completed this week? How many belong to a specific department or client? Instead of filtering data manually, let Smartsheet do the counting for you with COUNTIFS formulas that count only the rows meeting multiple…

Linking to Local Folders
If you’ve ever clicked a cell in Smartsheet expecting it to open a folder on your network drive, only to see the dreaded “Invalid URL” error, you’re not alone. So, can Smartsheet link directly to a folder or file on…

Introducing Smarter Sheet Manager
If you’ve ever needed to update the same formula or column property across multiple Smartsheets, you’ll know how time-consuming it can be. That’s why this week’s top tip is all about managing global updates efficiently and how the newly enhanced…

Managing Users and Groups
You can copy or clone a group of users by using the following steps: 1. Go to the Manage Groups section in Smartsheet. Open the group you want to duplicate.2. Select “View Group,” then highlight all the group members (names…

Formulas For Success
Today, we’re focusing on using formulas to make Smartsheet work even harder for us. Do you ever wish Smartsheet could read between the lines of your data? With a simple combination of formulas, it can. Let’s say you have a…

It’s Good Sharing
Today we’re sharing a bit of a “heads up” when sharing sheets in Smartsheet: pay vigilant attention to the title in the share dialogue box. Ways to share if the sheet is open.* Clicking on Share from the File menu…

Formula Handbook
If you’re a regular Smartsheet user, you’ve probably found yourself writing or tweaking a formula or two. From basic calculations to more advanced functions, formulas are where the real power of Smartsheet starts to shine. But did you know that…

Optimise Email Alerts
If you use Smartsheet automations, you’ll know how powerful they are for keeping work moving. But sometimes the notifications you expect don’t quite behave the way you want. For example, you might only get one email when multiple approvals are…

Product Roadmaps
Product roadmaps are the heartbeat of your development process but if your plans are scattered across slides, spreadsheets, and different systems, keeping everyone aligned can be a challenge. Airtable’s Product Roadmap Template brings everything together in one dynamic, AI-powered workspace…

Looking Good
This week we’re getting our creative on! Smartsheet Forms are often the very first touchpoint for users, and whether you’re collecting feedback, logging requests, or gathering project data, the way your form looks and feels can make a big difference.…

Timeline View widget
It’s Top Tip Tuesday and this week, we’re looking at how to bring clarity to your project dashboards with the Timeline View widget. If you’re working across multiple projects, marketing campaigns, or long-term initiatives, seeing everything in one place can…

Enhanced Smartsheet Charts
It’s time to give your charts a glow-up! Let’s face it, sometimes charts feel cluttered, cramped, or hard to read. When you need your dashboard to be accessible for lots of users, clarity is everything. Smartsheet’s latest enhancements to chart…

Marketing Campaign Workflow
It’s time for Top Tip Tuesday again and this week we’re focused on the sheer level of activity that happens when you’re running a complicated marketing campaign. Between planning, content creation, ad spend, click tracking, conversions, and ROI reporting, it’s…

Summer Pause
Top Tip Tuesday is pressing pause for August but don’t worry, we’ll be back in September with more time-saving tips, smarter workflows, and helpful nuggets of wisdom. In the meantime, we’re wishing you a sunny, restful, and well-earned summer break…









