From the course: Managing Projects with Smartsheet
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Establishing useful automations - Smartsheet Tutorial
From the course: Managing Projects with Smartsheet
Establishing useful automations
- Smartsheet automation empowers you and your teams to replace manual repetitive tasks with flexible self-completing workflows. By setting up these automations, you can streamline entire processes, reduce errors, and also save a significant amount of time. So I now want to share with you some practical automations that you can leverage directly in your solution from an admin perspective to showcase these features to you and give you an idea as to what you can set up and what is possible. Before I do that, I do just want to quickly mention that it's always a good exercise to brainstorm the automations that you may want or require, that's going to differ depending on your organization, your needs, and how you build your solution out. So it's a very useful exercise that I recommend that you do. Nevertheless, I want to show you the automations that I've created in the project intake sheet and surrounding this process. So I've created four ahead of time. Now when it comes to creating…
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