Do you ever find yourself making a to-do list for your to-do lists? Or constantly glancing at your calendar, scribbling tasks on sticky notes, and wishing you could buy time? If this sounds like you, you've got to check out ideas for staying organized with the Smartsheet Dashboard.
Your Smartsheet Dashboard is an easily customizable way to view the most important information across all your sheets, making your work overview a little bit easier -- without jumping back and forth from sheet to sheet.
Access your Dashboard by clicking the Home tab at the top of Smartsheet, then selecting Dashboard on the left side of your screen.
Test out these four dashboard widgets to access and edit the rows you rely on most. Enable them with the Select Gadgets button in the upper, right corner:
- My Reminders: Have a clear overview of what deadlines are on the horizon, and how jam-packed your week is by taking a glance at your reminders widget. Displayed all together in a calendar view, you can quickly get a grasp of everything on your plate coming up. Double-click the icon to review the content of the row. If you see a problem or need to extend a deadline, you can edit the row directly from the dashboard to save changes on the sheet. See all of your reminders, from all sheets, at a glance, and relax!
- My Favorite Rows: Store rows that need to be readily accessible in one spot – like your upcoming deliverables, open deals from your sales pipeline, or inventory levels – so you can update them quickly. To add rows that you access frequently to this gadget, open your sheet and then click the drop down arrow next to a row’s number and select ‘Add to Dashboard Favorites.’ From here you can edit it, participate in row discussions, and save changes without ever opening the sheet.
- Recent Sheets: With just a glance at your Recent Sheets widget, you’ll have immediate insight to what your team’s working on, without saying word. Sheets are listed in order of the date they were last updated, the most recent at the top. You'll see the name of the sheet, the date it was updated, and the user who made the most recent change. It’s a simple and fast way to check in on what your team is working on, who’s getting things done and when.
- My ‘To Do’ list: A replacement for those sticky notes all over your desk, this widget provides a means to quickly create tasks. Type into the field and then press + to create a task. This allows you to keep track of all your tasks without jumping back and forth between sheets.
Archive your completed tasks to keep track of all your accomplishments
When you’re done with tasks, it can be useful to have a handy reference of which items have been completed. It’s a simple way to put together a quick roll-up view of tasks across all sheets in seconds.
Archive your tasks by using these steps:
- Run your mouse over a task in the ‘To do’ list
- Select Move to Sheet
- Move the task into any sheet that you have editor or higher sharing permission
- A new row will automatically be created at the bottom of the sheet you selected, with the task information entered into the primary column
So be efficient! Put your dashboard to work, so you don’t have to.
Til next week, dig in and explore!
- Support Team