Within Microsoft Teams, click on the “store” (lower left) and search for Smartsheet. With the “Add for you” option, you can elect to receive Smartsheet messages as a Direct Message in Teams. With the “Add to a team” feature, you can add Smartsheet sheets, dashboards and reports as a “tab” in a channel.
How do I use Smartsheet for Microsoft Teams?
Smartsheet for Microsoft Teams is compatible with both the browser and desktop versions of the Microsoft Teams application. Publish a Smartsheet Item to a Channel From Microsoft Teams, select the channel you want from the left panel. Click the Plus icon under the name of the channel to display.
We can see if we can figure it out! when multiple people are working on the same sheet, you’ll always be aware. Here’s what you’ll see in Smartsheet so that you know who you’re working with and whether they’ve made changes : Active Faces (next to the Sharing button). The active faces images (or icon if the profile has no photo) alerts you others are viewing or working on the sheet.
Why do my Smartsheet notifications in teams contain a link?
All Smartsheet notifications in Teams contain a link back to Smartsheet so you can easily get the level of information you need.
How do I assign tasks to team members in Smartsheet?
In Smartsheet, you can use the Contact List column type to assign tasks to team members. When team members are assigned to tasks, you can track them as resources in Resource Views and send them Notifications and Reminders with Alerts and Actions.
If all you are wanting to do is send notifications out, then yes that will work. This will, however, prevent you from using the (very limited) resource management capabilities in Smartsheet. Yes, assigning multiple people to a task is now available. Please see the attached link/screenshot for more information. I hope this helps you!
If you want multiple people to work on a task, set up your Contact List column to Allow multiple contacts per cell. Once the column is set up, type the name of an existing contact into a cell to display a list of matching contacts then select the desired contact to add them to the list of contacts assigned to the task.
How do I add people to a Smartsheet plan?
For more information about plan types and included capabilities, see the Smartsheet Plans page. The sheet Owner and Admins can add the Assign people action. With the Assign people action in automated workflows, you can add an email address or contact to a contact column in a sheet with specific triggers.
Locate the Smartsheet item you want in the tab, either by searching for it by name or by navigating through your Home directory, then select the item and click Save. Set how people in the channel can interact with the Smartsheet item by making it read only or editable by anyone.
You might be thinking “How do I add a form to a Smartsheet?”
Some think that Open Smartsheet in a new browser window, then locate and open the desired sheet. Click the Forms icon on the right panel. Select and copy the URL for the form you want. Open Microsoft Teams and go to the channel that you want to add the form to.
When we were reading we ran into the question “What does it mean to import a file in Smartsheet?”.
Importing a file converts it into a format that will work in Smartsheet. If importing a file that uses functionality not provided in Smartsheet (such as merged cells, multiple tabs or cell borders ), this functionality won’t be included in the sheet.
Can smartsheet have multiple tabs?
Smartsheet does not allow multiple tabs per sheet like Excel and Google Sheets do. Though they are a spreadsheet their system has a lot more stuff happening on the backend.
I can find out! take a quick look at Smartsheet on your computer. How many tabs are visible? Most of our customers can see fewer than 10 tabs at the same time on their desktop, with their other recently viewed items located in the overflow menu (the “ ” tab). As the number of items in that overflow menu grows, it can be a challenge to quickly access your work.
And those of you who like keyboard shortcuts will have the option to use them for jumping between your Smartsheet items. Even if you prefer to use a single browser tab, the shift from Smartsheet tabs will benefit you. We’re freeing up more vertical space on the screen for your work.
What are the benefits of switching from Smartsheet to the browser?
Even if you prefer to use a single browser tab, the shift from Smartsheet tabs will benefit you. We’re freeing up more vertical space on the screen for your work. And you’ll now be able to use the browser’s forward and back buttons when navigating in Smartsheet.