What is Smart Sheet – Learn How Smart Sheet Can Help You Outsource

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What is Smart Sheet and is it a useful tool for your team?

Today we’re going to look at a project management tool call Smart Sheet and see if we can use it to build our online business.

In the online business world, learning how to manage tasks and assign people to tasks is important. 

You don’t want to spend to much time sending emails back and forwards.

Task management tools like Wrike and Smart Sheet can make things a lot easier.

Read Our Recent Wrike Review Here

What is Smart Sheet?

  • Name: Smart Sheet
  • Type: Team Management Platform
  • Price: Free Trial. Membership Starts from $14/month. 
  • Site: www smartsheet com

Smart Sheet is a project management and productivity tool that makes it easy for you to collaborate on projects.

The tool has templates for almost every team-based project and process.

Take a look at some of the example templates below to get an idea of what Smart Sheet is about: 

what is smart sheet screenshot

As you can see, there are template for almost every industry and business process.

On the other hand, even if you don’t have a team, this tool can be a valuable asset to your business.

Like in the previous Wrike review, I’ll show you how to use this tool to benefit your online business.

Once again, lets use the Content Creation idea.

Using Smart Sheet for Content Creation:

If you want to be on top of your website’s content needs, and create a content-schedule, this tool is perfect.

Once your website starts to bring in cash, its best to re-invest the money into more content by hiring writers.

Learn How to Build a Site Here in Our Free Training Series!

So let’s head over to Smart Sheet.

Creating an account is free, and only basic information is required to start the Free Trial.

Enter your contact information and confirm your email address.

Next, head over to Smart Sheet to make your first template.

Thankfully, there are plenty of templates already made for you as well as helpful videos and tutorials to walk you through the process.

what is smart sheet screenshot

In this example, I’m going to use the Team Project  Task Tracker template – a template from the list.

There are different versions of each template, I chose Card View because I like it the most. 

Once you click Use Template you can remove the example tasks and add your own.

So now we can start editing the Sheet; add tasks, assign those tasks to people (with due dates), and organize the tasks.

I removed all the example tasks and renamed the columns to suit our needs:

what is smart sheet screenshot

See how nice that looks?

The idea of this template is simple: add tasks on the left under “Content Ideas” and assign them to writers.

When the writer begin works, move the task to “In Progress” by clicking and dragging the card into the column.

When it is marked as complete, and you approve the work, move it over to “Final Edit” or “Completed” and finally “Published”.

You can rename the columns to whatever you like by click on their names.

To assign a task to writer, click the little + icon, fill in the details, and enter the writers email address.

Below is a screenshot of the task editor. 

what is smart sheet screenshot

You can also upload files to each task card, set a due date, track progress, add comments, request an update, and more.

Once you have your Sheet in place, and some tasks to assign, its time to share your Sheet with the team and start assigning tasks.

Below each Sheet you can find Sharing options. 

Click the Sharing button to share your Sheet with someone.

There are different roles you can assign them to as well; owner, editor, and viewer.

When you assign a task to someone, they’ll only be able to edit the Progress of the task and upload files.

There are multiple views for your Sheet: Grid, Card, Calendar, and Grantt.

Grid view and Card view are excellent to add and view tasks.

Calendar view lists all the tasks and their due dates on a Calendar – ideal for schedules.

Below is an example of a Sheet I made in Grid View: 

what is smart sheet screenshot

It takes awhile to learn how to use all the settings and columns, but once you can make a simple template for your work it can be a huge help.

You can also set custom rules for each column and task, such as color-coding for high-priority or over-due tasks.

Once again, building a Sheet, especially from an empty template, is a little difficult.

But once you have a template set up there’s no need to make a new one! 

What I Liked About Smart Sheet:

I like the multiple views and my favorites are Card and Calendar View.

The Grid view looks like a simple spreadsheet and it can be a little difficult to process the information.

I usually build a template in the Grid view and then edit it (add and remove tasks) from Card view!

So I like how easy it is to see what needs to be done. 

Assigning tasks is also really easy and requesting updates on the tasks is a cool feature as well.

In short, the tool has so many features, its hard to mention them all here.

There are a lot of things I like about Smart Sheets and I think it can really make organizing and assigning tasks much more convenient.

You can also ask questions to the community and they’ll do their best to answer you.

Take a peak at the community section here.

The company also has a massive Help Database as well as a support line you can call.

What I Didn’t Like:

The tool is free, but only for 30 days!

When the trial expires you’ll need to purchase a subscription.

The Grid view can be a bit confusing at times. There are so many options!

Another thing I noticed is the Sheet does not auto-save as often as I would like, but it will ask you to save your Sheet if you click-away!

Still, this can be a problem!

What is Smart Sheet? Our Conclusion

Smart Sheet is quite similar to Wrike and it is difficult to decide which one is best.

I suggest playing around with both of them to decide which one is best for you.

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So now you know what is smart sheet and how you can use it to boost your business.

Have you tried Smart Sheet? Leave a comment below!

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