Here's a checklist that should help you start using Smartsheet effectively:
- Create a sheet - click on the tab with the green plus to create your own sheet or start with a template
- Change columns - right-click on a column header to rename the column, select a column type or insert a new column
- Enter/Edit info - type in a blank cell or double-click on a cell to edit the existing entry. You can also use Ctrl+C/Ctrl+V to copy/paste from another document. You can always right-click on any cell and select "View History" to see past entries.
- Indent - in the primary column, click on an entry and use Ctrl+K to ident it and create a sub- item which can be collapsed or expanded under the parent item
- Attachments - attach relevant documents to a row by clicking in the paper clip column on the left
- Contacts - click on your account email in the upper left and select "My Smartsheet Contacts" to enter the info for people you expect to be collaborating with
- Share - use the Sharing tab at the bottom of the sheet to share your sheet online with others
- Assign - if you have a contact list column like Assigned To, you can add a name to the dropdown list by simply typing the name into a cell in the Assigned to column
- Save - save your work by clicking on the Save button at the top of the Toolbar to the left of the sheet
- Organize - go to Home in the upper left to organize your sheets
