Tips from Support: Using Google and Smartsheet
You know how peanut butter is really good on its own, but even better when you pair it with something else (like jelly, a banana, chocolate, a graham cracker...)? Smartsheet is like that too – pretty darn great on its own, but even better when you pair it with something else. Like Google Apps and Google Drive.
Getting Started with Google Apps and Smartsheet
If you’re using Google Apps, make sure you’ve downloaded our app from the Google Apps Marketplace.
The Google Apps Admin for your domain just needs to click the ‘Add it Now’ button to install Smartsheet to your team’s domain – and voila! Integration features will be accessible to everyone in your team.
Small note, the email address you use for your Smartsheet account needs to match your Google email address for the integration magic to work.
Integration Goodness – Here’s What You Get
When you click the ‘Edit Rows in Smartsheet’ button, at the bottom of the Smartsheet email, you’ll see the info from that row appear. You can update information, just like you would in Smartsheet, all without leaving your inbox.
Make any changes you need to – add discussion notes, attachments, the works. It all updates the sheet directly, no extra work.
Super simple way to keep all of your important dates in one place.
After you publish a sheet to your Google Calendar, green check marks will pop up on dates in your calendar that reflect tasks from that sheet.
To edit that task from your calendar, all you have to do is click the green check mark – you’ll be able to edit that row in your sheet in the same format that pops up when you make changes from a Gmail message.
Put the Pedal to the Metal in Google Drive
Google Drive users, we’ve got good news for you.
You can create new sheets in Smartsheet straight from Drive. First you need to install Smartsheet in your Chrome browser from the Chrome Store.
Next, all you need to do is click the Create button in Drive and you’ll see Smartsheet added to the other creation options in Drive:
Now, you’ve got a new sheet in Smartsheet AND you can access this sheet directly from Drive.
Even More Great Google Integration Features:
Thinking about switching over to more cloud apps, but haven’t ‘Gone Google’ yet? Our friends at BetterCloud recently published some great advice for transitioning and keeping up your team’s momentum once you’ve made the move (by the way – totally worth it, the air up here is great).
Til next week, dig in and explore!
- Support Team