How to Get Started as a Guest or Viewer

00:02:49
https://www.youtube.com/watch?v=MNOa_A5ln6w

Resumo

TLDRThis video provides an introduction to Smartsheet, highlighting the different user types: Members, Guests, and Viewers. It explains essential features such as forms for collecting data, customizable sheets for tracking information, and various view options like timelines and Gantt charts. Collaborative tools allow guests to manage updates, proof content, and receive alerts. Reports help in centralizing important data from multiple sheets. Lastly, users can access Smartsheet on mobile devices and are encouraged to visit the Help and Learning Center for further information.

Conclusões

  • 👥 Three user types: Members, Guests, Viewers
  • 📋 Use forms to collect standardized information
  • 🗂 Sheets hold all essential data and can be customized
  • 🚀 Collaborate through attachments and conversations
  • 🔄 Automated alerts keep you informed
  • 📊 Multiple viewing options: Gantt, Board, Calendar
  • 📈 Reports centralize information across sheets
  • 📱 Mobile app for on-the-go access
  • 🏫 Visit Help Center for more learning
  • 🔍 Highlight changes to track updates easily.

Linha do tempo

  • 00:00:00 - 00:02:49

    Welcome to Smartsheet! This introduction highlights the platform's three types of users: Members, who can create work; and Guests or Viewers, who can collaborate with limited permissions. Key features include Forms for collecting information, customizable Sheets for data organization, and various views (Gantt, Board, Calendar) for task management. Guests can engage in conversations, attach files, and utilize Notification Center alerts. Reports provide a way to manage information across multiple sheets. Access Smartsheet anytime via the mobile app and learn more through the Help and Learning Center.

Mapa mental

Vídeo de perguntas e respostas

  • What are the types of users in Smartsheet?

    There are three types of users: Members, Guests, and Viewers.

  • What can guests do in Smartsheet?

    Guests can be shared to existing items with viewer, commenter, or editor permissions to collaborate with teams.

  • What are forms used for in Smartsheet?

    Forms collect standardized information which is then added to a sheet.

  • How can I view data in Smartsheet?

    Data in Smartsheet can be viewed as a timeline, Gantt chart, board view, or calendar.

  • What is the purpose of reports in Smartsheet?

    Reports provide a customized view to manage information across multiple sheets and dashboards.

  • Is there a mobile app for Smartsheet?

    Yes, there is a mobile app for accessing sheets and dashboards anytime.

  • How can updates be communicated in Smartsheet?

    Updates can be communicated through automated alerts and the Notification Center.

  • Can guests attach files in Smartsheet?

    Yes, guests with editor permissions can attach files and use conversations in sheets.

  • Where can I find more information about Smartsheet?

    Visit the Help and Learning Center for more detailed information.

Ver mais resumos de vídeos

Obtenha acesso instantâneo a resumos gratuitos de vídeos do YouTube com tecnologia de IA!
Legendas
en
Rolagem automática:
  • 00:00:00
    Welcome to Smartsheet.
  • 00:00:01
    We're so excited
  • 00:00:02
    you're here and can't wait to show you everything we can do together.
  • 00:00:07
    As a guest or viewer.
  • 00:00:08
    We really want you to get the most out of your collaboration.
  • 00:00:12
    So here's a quick overview.
  • 00:00:14
    First, there are three types of users in Smartsheet.
  • 00:00:18
    Members who can create new work including sheets, reports, and dashboards.
  • 00:00:23
    And guests or viewers like you.
  • 00:00:26
    Guests can be shared to an existing smartsheet item with viewer, commenter,
  • 00:00:30
    or editor permissions in order to collaborate with a team.
  • 00:00:34
    While viewers will have you only access to stay informed of the team's work.
  • 00:00:39
    Starting from the top forms are an easy way
  • 00:00:42
    to collect standardized information from anyone.
  • 00:00:45
    If you're shared to a form, fill it out
  • 00:00:47
    and your answers will automatically be added to a sheet.
  • 00:00:51
    Next.
  • 00:00:52
    Sheets are where all of your data lives in Smartsheet,
  • 00:00:55
    and are made up of customizable columns that track specific data,
  • 00:00:59
    including contact dates, drop down lists, checkboxes, and symbols
  • 00:01:04
    to get the best results and reduce email back and forth.
  • 00:01:08
    Teams keep as much work information as they can directly in the sheet.
  • 00:01:13
    If, as a guest, you've been shared to a sheet as an editor.
  • 00:01:16
    You can attach files, include images,
  • 00:01:19
    and use conversations to centralize all of your assets and communication.
  • 00:01:24
    This makes the right information, easy to find
  • 00:01:27
    and ensures that everyone is working from the same set of information.
  • 00:01:31
    The sheet admin can set up automated alerts, update requests,
  • 00:01:35
    and more that you can respond to directly in the Notification Center.
  • 00:01:40
    Guests may also receive a
  • 00:01:41
    proofing request to make edits to content directly in the sheet.
  • 00:01:45
    Make updates to the sheet to keep everyone informed of progress as it happens,
  • 00:01:50
    and use highlight changes to see changes made since your last visit.
  • 00:01:54
    Sheets can be viewed as a timeline, a grid Gantt chart,
  • 00:01:58
    a board view, or a calendar depending on how you want to work.
  • 00:02:02
    You can use Gantt view to look at task dependencies.
  • 00:02:06
    Board view to visually organize and prioritize,
  • 00:02:09
    and calendar view to focus on dates and timing.
  • 00:02:12
    Reports are a great way to see and manage
  • 00:02:15
    information across multiple sheets and dashboards.
  • 00:02:19
    Create a customized view to centralize important resources,
  • 00:02:22
    track key metrics, and provide real time visibility across all of your work.
  • 00:02:28
    You can also download our mobile app for any time.
  • 00:02:30
    Access to all of your sheets and dashboards.
  • 00:02:33
    Finally, you can securely share your sheet with members and other guests
  • 00:02:37
    and viewers.
  • 00:02:38
    These are the highlights to get you started,
  • 00:02:40
    but to learn more and dive deep into everything
  • 00:02:43
    Smartsheet has to offer, visit our Help and Learning Center.
Etiquetas
  • Smartsheet
  • Collaboration
  • Users
  • Forms
  • Sheets
  • Reports
  • Mobile App
  • Alerts
  • Data Management
  • Help Center