How to Use Smartsheet For Project Management

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

1. On Smartsheet's main dashboard, head to the left-side panel and click Create.
2. Click View All Templates in the top-right corner.
3. Tap the drop-down menu to access the template collection.
4. Select Project Management from the list of category options.
5. Browse the available selections and choose the specific template you want to use.
6. Click Create From Template to proceed.
7. Open the document and replace the placeholder text with actual content related to your project.
8. Use the top menu bar options to customize the format of your content.
9. 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.
10. Review your input, then click Share to add team members and integrate the sheet into your project workflow.