How to create a dashboard in Smartsheet

Learn how to visually represent your work in the Smartsheet project management platform now.

Indian businesswoman do financial stats analysis writing data makes overview
Image: fizkes/Adobe Stock

Smartsheet is a cloud-based platform that simplifies project management. The ability to create dashboards is a major feature. Since a dashboard lets users visually represent their data and work, making it easier to understand, here’s what to do when creating dashboards as a Smartsheet user.

SEE: Hiring kit: Project manager (TechRepublic Premium)

Making a new dashboard

Creating a dashboard is very straightforward. Start by going to the left navigation bar. Think of it as your starting point for accessing and organizing any work done in Smartsheet. Click the Solution Center, which looks like a plus symbol.

Figure A

Image: Devin Partida/TechRepublic.

Then select Create > Dashboard/Portal from the left pane. You’ll then be able to enter a name for your dashboard. Do that, then click OK.

Figure B

Image: Devin Partida/TechRepublic.

Figure C

Image: Devin Partida/TechRepublic.

You can now start adding information to the dashboard. Go to the upper-right corner of the screen and choose Edit Dashboard by clicking on the pencil icon.

Figure D

Image: Devin Partida/TechRepublic.

Adding widgets and custom colors

Now, you can add one of Smartsheet’s eight dashboard widgets to give your content more context. Some widgets allow adding a company logo or other image. Options also exist for including a chart or metrics with a dashboard widget.

Figure E

Image: Devin Partida/TechRepublic.

Smartsheet allows selecting custom colors for widgets, too. Each widget has a color palette within the right pane.

Go to its Custom Colors section, then choose the Add Color icon. You can then click on the desired color or input the hue’s hexadecimal value. Then click Add to confirm the color choice.

Figure F

Image: Devin Partida/TechRepublic.

You can save up to 20 custom colors per dashboard. However, they’re linked to the dashboard you’re working with at the time and don’t carry over to others.

Editing an existing dashboard

Besides giving them access to products like Smartsheet, it’s also important for team members to ensure everyone has time to understand how to use the relevant features. For example, Smartsheet has a Blueprints feature. It lets people quickly make copies of previously used dashboards and other information associated with a project.

However, occasions will inevitably arise that necessitate editing a Smartsheet dashboard. Get started by finding the pencil icon in the dashboard’s upper-right area. You’ll then see a navigation bar appear on the right. Its options allow you to add or edit widgets or change the current dashboard color to gray or white.

Figure G

Image: Devin Partida/TechRepublic.

You can also edit a dashboard through the shortcut menu. Access it by right-clicking anywhere on your dashboard and choosing the desired command.

Choosing Paste Here enables you to insert a previously copied widget at the place on the dashboard where you clicked. The Dashboard Settings option changes the background color to white or gray, and the Add Widget command is self-explanatory.

Finally, you’ll see a Consolidate Empty Space option on the shortcut menu. It deletes any unused rows between a dashboard’s lowest and uppermost widgets. The dashboard is then vertically smaller, creating the most compact version of it. However, this option does not change anything related to widget placement.

Figure H

Image: Devin Partida/TechRepublic.

Sharing your Smartsheet dashboard and enabling collaboration

Once you’ve made a dashboard in Smartsheet, you’ll probably want to share it with others at your company or even let those people contribute to it. It’s easy to do both those things.

One sharing method is to drag the dashboard into a Smartsheet Workspace from the Browse option. Doing that means everyone who can see the workspace can also view the dashboard.

Figure I

Image: Devin Partida/TechRepublic.

However, you’ll have more flexibility in how you share by using the dashboard’s built-in sharing feature. Open your dashboard, then look for the Share button at the top. Clicking it will open a form that lets you specify sharing preferences for the dashboard, including saying which people can collaborate on it.

Use the Invite Collaborators option to select or type out the names of people who can work with the dashboard. Separate their emails with commas or semicolons. Then choose either Admin or Viewer from the permissions box, depending on what you want those collaborators to be able to do.

Figure J

Image: Devin Partida/TechRepublic.

If you need to edit a collaborator’s permissions after initially granting them, go to the Collaborators section of the Dashboard Sharing form. Hover your cursor over the person’s name. You can then select a new permission type from the dropdown menu. Alternatively, click the X to the right of the Permission Level section. Doing that activates the Remove From Sharing option, revoking the person’s previous permissions.

The Invite Details section allows tweaking how people know you’ve shared a dashboard with them. For example, you can send them personalized notifications with particular subject lines to ensure they don’t overlook the email. Finally, click the Share Dashboard button.

Start using Smartsheet dashboards today

Dashboards are essential parts of Smartsheet capabilities. The more you know how to work with them, the more likely you’ll be able to get the most out of the platform and teach others what you know. Additionally, once you gain the experience of creating a few dashboards and customizing them, the already-easy steps will start to feel more natural, helping you save time.

Source link

istanbul escort aksaray escort arnavutköy escort ataköy escort avcılar escort avcılar türbanlı escort avrupa yakası escort bağcılar escort bahçelievler escort bahçeşehir escort bakırköy escort başakşehir escort bayrampaşa escort beşiktaş escort beykent escort beylikdüzü escort beylikdüzü türbanlı escort beyoğlu escort büyükçekmece escort cevizlibağ escort çapa escort çatalca escort esenler escort esenyurt escort esenyurt türbanlı escort etiler escort eyüp escort fatih escort fındıkzade escort florya escort gaziosmanpaşa escort güneşli escort güngören escort halkalı escort ikitelli escort istanbul escort kağıthane escort kayaşehir escort küçükçekmece escort mecidiyeköy escort merter escort nişantaşı escort sarıyer escort sefaköy escort silivri escort sultangazi escort suriyeli escort şirinevler escort şişli escort taksim escort topkapı escort yenibosna escort zeytinburnu escort porno 1080p porno izle 4k porno izle 720p porno izle abella danger alman alman porno alman porno izle aloha tube porno amatör amatör porno amatör porno izle anal anal porno anal porno izle arap porno asa akira porno asyalı porno bangbros porno bangbros porno izle banyoda sikis başörtülü porno beeg porno izle beyaz tenli porno izle biseksuel porno izle bisexsuel porno brandi love porno brazzers brazzers porno izle canli porno canli porno izle çinli porno çinli porno izle ensest porno ensest porno izle ensest seks erotik porno erotik porno izle esmer porno esmer porno izle etek altı fake agent fake taxi fake taxi porno fantazi pornoları fantezi porno izle fetiş porno fetiş porno izle fetish fransız porno fransız porno izle full hd hg porno izle gangbang porno genç kız porno izle genç kız sikişi genç teen porno izle gizli çekim porno gizli çekim pornosu grup pornosu grup porno grup porno izle hd pornolar hd porno hd porno izle hemşire porno hemşire pornosu hizmetçi porno hizmetçi porno izle ingiliz porno japon pornoları japon porno kızlık bozma kızlık bozma porno izle konulu porno konulu porno izle koreli porno köylü pornoları kumral porno kumral porno izle latin pornoları latin porno latin porno izle lezbiyen pornoları lezbiyen porno lezbiyen porno izle lisa ann porno liseli pornoları liseli porno liseli porno izle manken porno manken porno izle masaj porno izle masturbasyon porno izle masturbasyon pornoları mature porno mia khalifa porno mia malkova porno milf porno izle mobil porno mobil porno izle öğrenci porno izle öğretmen porno izle okul porno izle olgun kadın pornosu olgun porno oral porno oral porno izle oral seks porna izle pornhub pornhub porno izle porno film izle porno indir porno izle porno resimler porno star porntube porno izle redtube redtube pornoları riley reid porno rokettube rus pornoları rus porno rus porno izle sakso blowjob porno izle sarışın pornoları sarışın porno sarışın porno izle sarışın pornoları sekreter porno shemale sikiş sikiş sikiş izle şişman porno siyahi pornoları suriyeli pornoları swinger porno tecavüz porno teen porn türbanlı pornoları türbanlı porno türk pornoları türk porno türk porno izle türkçe altyazılı porno türkçe altyazılı porno izle xhamster pornoları xhamster porno xhamster porno izle xnxx xnxx porno xnxx porno izle xvideos xvideos porno izle yaşlı porno yeşilçam porno izle youjizz youporn youporn porno izle zenci porno güvenilir bahis siteleri bahis siteleri casino deneme bonusu casino siteleri deneme bonusu para yatırma bonusu bahis siteleri casino siteleribahis sitesi para yatırma