Quick summary
Smartsheet's project management feature lets teams create structured sheets from pre-built templates, customize task details, and share them with collaborators in minutes. This step-by-step walkthrough covers everything from selecting a template to inviting team members so your project is ready to track from day one.
Steps
- On Smartsheet's main dashboard, head to the left-side panel and click Create.
- Click View All Templates in the top-right corner.
- Tap the drop-down menu to access the template collection.
- Select Project Management from the list of category options.
- Browse the available selections and choose the specific template you want to use.
- Click Create From Template to proceed.
- Open the document and replace the placeholder text with actual content related to your project.
- Use the top menu bar options to customize the format of your content.
- Navigate the left-side panel to access other items under the selected template and repeat the steps to add details and adjust formatting for each section, including the Task Tracker.
- Review your input, then click Share to add team members and integrate the sheet into your project workflow.
