Qalabka daruuraha iyo shabakada ku salaysan ee raadinta mashaariicda, hawlaha, liisaska, xubnaha kooxda, iyo in ka badan, Smartsheet.com waxay bixisaa sifooyin ballaaran oo dabacsan.

Haddii aad ka fekereyso inaad isku daydo ama aad hore u saxiixday tijaabo bilaash ah, ka faa'iidaysiga ugu badan ee qalabka macnaheedu waa ogaanshaha waxa uu kuu qaban karo adiga iyo kooxdaada. Aan dul saarno sida loo isticmaalo Smartsheet kuwa bilowga ah ee hadda bilaabaya.

Waa maxay Smartsheet?

Haddii aad waligaa isticmaashay codsiyada sida Asana^{(like Asana)} , Monday.com , ama barnaamijyada maaraynta mashruuca ee la midka ah, Smartsheet waa mid la barbardhigi karo ujeedada, qaab-dhismeedka, iyo sifooyinka. Waxaad kaligaa u isticmaali kartaa ama la shaqayn kartaa kuwa kale, samee dashboards si aad si degdeg ah u gasho alaabta, oo aad ugu raaxaysato aragtiyo badan sida Kanban , jadwal, iyo shabakad.

Smartsheet waxa kale oo ay bixisaa socodka shaqo ee otomaatiga ah, moodellada bilowga degdegga ah, warbixinnada waxtarka leh, foomamka gaarka ah, iyo isku dhafka codsiyada kale si loo habeeyo hababkaaga.

Habka ugu wanaagsan ee lagu bilaabi karo isticmaalka Smartsheet waa in la abuuro ama la soo dejiyo mashruuc, xaashi, ama liiska hawlaha aad rabto in aad la socoto. Waxaanu markaa ku dhex socon doonaa sifada qalab kasta.

Abuur, Soo rar, ama Isticmaal Template

Dooro summada Xarunta Xalka^{(Solution Center)} (calamada lagu daray) ee marinka gacanta bidix. Waxaad markaa arki doontaa ikhtiyaarada dhinaca bidix ee sare ee shaashadda ee Abuuri^(Create) iyo Soo dejinta^(Import) .

Dooro Abuur,^(Create,) waxaadna haysataa siddeed doorasho oo loogu talagalay Grid , Mashruuca^(Project) , Kaadhadhka^(Cards) , Liiska Hawsha^{(Task List)} , Foomka^(Form) , Warbixinta^(Report) , iyo Dashboard/Portal . Dooro nooca shayga aad rabto inaad abuurto, siiso magac, oo dooro Abuur^(Create) .

Dooro Soo dejinta^(Import) haddii aad leedahay qorshe mashruuc ama xaashi hawleed meel kale oo aad jeclaan lahayd inaad ku bilowdo. Dooro Microsoft Excel^{(Pick Microsoft Excel)} , Microsoft Project , Google Sheets , ama Atlassian Trello . Ka dib raac tilmaamaha si aad u soo dejiso shayga.

Haddii aad jeclaan lahayd inaad ku bilowdo qaab-dhismeedka ama qaab-dhismeedka, dooro Baadh Dhammaan Xalka^{(Browse All Solutions)} , dooro warshad, ama isticmaal sanduuqa raadinta^(Search) si aad u hesho wax gaar ah. 

Dooro qaab-dhismeedka ama u deji si aad u aragto macluumaad dheeraad ah. Kadib si aad u isticmaasho template^{(use a template)} , dooro badhanka Isticmaalka^(Use) .

Qaabka qaabaysan, dooro Wax badan baro^{(Learn More)} si aad faahfaahin buuxda uga hesho waxa ku jira oo soo deji setinka.

Isticmaal Kaaliyaha Mashruuca

Haddii ay tahay mashruuc cusub oo aad rabto inaad ku bilowdo, waxaad sidoo kale isticmaali kartaa Kaaliyaha^(Assistant) Mashruuca . Tani waxay ku siinaysaa bilawga bilawga dejinta mashruuca.

Xarunta Xalka^{(Solution Center)} , dooro Kaaliyaha Mashruuca^{(Project Assistant)} . Magaca mashruucaaga, geli laba hawlood si aad u bilowdo, oo ku dar laba hawl-hoosaad Hawsha^(Task) #1.

Kadib waxaad arki doontaa qaabka Grid View ee mashruucaaga cusub oo wata hawlaha iyo hawl-hoosaadka aad gelisay. 

Tilmaamaha Mashruuca

Ka raadraaca mashruucaaga gudaha Smartsheet waa sahlan tahay qalabka maaraynta mashruuca ee loo dhisay sida Gantt View .

Waxaad haysataa dhibco hawsha, muddada, bilawga, dhammayntooda, kuwii ka horreeyay, loo qoondeeyay, boqolkiiba dhammaystiran, heerka, iyo faallooyinka dhinaca bidix. Dhinaca midig waxa ku yaal shaxdaada Gantt^(Gantt) .

Waxaad ku dari kartaa gunta hoose oo aad tusi kartaa ama qarin kartaa dariiqa muhiimka ah adoo isticmaalaya calaamadaha dhanka midig ee sare.

Dooro icon gear si aad u furto ^(gear)Dejinta Mashruuca^{(Project Settings)} . Kadibna hagaaji goobaha Ku-tiirsanaanta^{(Dependency Settings)} , Bandhigga Waqtiga^{(Timeline Display)} , iyo Maareynta Kheyraadka^{(Resource Management)} .

Tilmaamaha Liiska Hawsha

Liiska shaqadu waxa uu leeyahay waxa aad u baahan tahay si aad ula socoto waxa aad qabato^{(track your to-dos)} bilaw ilaa dhamaad. 

Geli^(Enter) magaca hawsha, taariikhda la filayo, ku meeleeyaha, iyo heerka Isticmaal tiirka^(Done) la sameeyay si aad u calaamadiso hawlaha la dhammeeyay iyo qaybta faallooyinka^(Comments) ee qoraallada.

Tilmaamaha Kaararka

Haddii aad jeceshahay habka Kanban ee maareynta mashruuca, waxaad isticmaali kartaa qaabeynta Kaararka, ha ahaato naftaada ama kooxdaada.

Waxaad ku bilaabi doontaa haad aan la kala saarin^{(Uncategorized)} , dib-u- dhac^(Backlog) , qorshayn^(Planning) , Horumar^(Progress) , oo dhamaystiran^(Complete) . Si kastaba ha ahaatee, waxaad bedeli kartaa calaamadahan mashruuciiba.

Isticmaal calaamadaha dheeriga ah si aad kaararka ugu darto jidadka. Kaadhadhkaaga waxa ku jiri kara liiska hubinta hawl-hoosaadyada, lifaaqyada faylka, faallooyinka, caddaynta, iyo xusuusinta. Waxa kale oo aad wax ka beddeli kartaa hawl-hoosaadka kaadhka ku yaal aragti weyn adiga oo dooranaya calaamadda tafatirka^(Edit) (qalin).

Ka dooro^(Choose) mid kooban ama muuqaal buuxa ee kaadhadhkaaga oo hagaaji dejimaha Muuqaalka Kaadhka oo ay ku taal ^{(Card View)}summada gear^(gear) ee dhinaca sare ee midig.

Tilmaamaha Grid

Ma u isticmaashaa codsiyada sida Microsoft Excel ama Google Sheets^{(Microsoft Excel or Google Sheets)} si aad alaabta ula socoto? Hadday sidaas tahay, markaa qaabka Grid waa adiga. Waxay u egtahay sida xaashida xaashida ah ee leh tiirar, saf, iyo unugyo.

Tilmaamaha Foomka

Dhisidda foom gaar ah^{(Building a custom form)} ayaa faa'iido u leh dhammaan noocyada mashaariicda. Smartsheet , waxaad ku qaabayn kartaa foomkaaga oo aad si fudud u hagaajin kartaa habaynteeda .^(Smartsheet)

Ku dar^(Add) oo ka saar Foomka ^(Form) Elements oo leh qaybta bidixda. Kadibna, dooro goob foom ah si aad u hagaajisid goobaha gaarka ah ee dhanka midig. Tusaale ahaan, waxaad samayn kartaa goob loo baahan yahay, ku dar calaamad ama qoraal caawimo, isticmaal ansaxinta, oo waxaad ku dari kartaa macquul.

Hagaajin qaabka qaabka mawduuca^(Theme) iyo astaanta^(Brand) , Amniga^(Security) , Foomka Gudbinta^{(Form Submission)} , iyo iimaylada soo gudbinta.

Tilmaamaha Warbixinta

Abuur Warbixin Saf ah^{(Row Report)} , Warbixin Kooban^{(Summary Report)} , ama labadaba. Dooro xaashida ama mashruuca oo ku dar tiirarka. Waxaad ku dari kartaa filtarrada, kala soocida iyo tiirarka kooxeed, oo waxaad ku dari kartaa koobid xagga sare.

Tilmaamaha Dashboard-ka

Abuuritaanka dashboard-ka Smartsheet , waxaad arki kartaa sawirka mashruucaaga, ka fiiriso walxaha firfircoon, arag jaantus waxtar leh, ama waxaad arki kartaa cabbirrada.

Sii dashboardkaaga magac, ka dibna dooro widgets-yada aad rabto inaad isticmaasho. Waxaad arki doontaa xulashada wanaagsan ee widgets dhanka midig oo si fudud u dooro mid aad ku darto. 

Marka aad haysato widgets-ka dashboardkaaga, waxaad hagaajin kartaa habayntooda. Iyadoo ku xiran nooca widget-ka, waxaad ku dari kartaa oo aad qaabeyn kartaa cinwaan oo waxaad dooran kartaa ficil marka qof riixo widget-ka.

Wareegtada Smartsheet^{(Smartsheet Navigation)} , Qaabka^(Layout) , iyo Qalabka^(Tools)

Smartsheet waxa ay ku siinaysaa hab fudud oo lagu maareeyo arjiga iyo sidoo kale isticmaalka agabka. 

Socodka-Gacanta Bidix

Dhinaca bidix waxa aad leedahay navigation ugu weyn ee guriga^(Home) , Ogeysiisyada^{(Notifications)} , baadh , ^(Recents)dhawaan^(WorkApps) , Favorites , WorkApps^(Browse) , iyo Xarunta Xalka^{(Solution Center)} . Markaad gasho Smartsheet , dooro meesha aad rabto inaad ka bilowdo.

Xagga hoose, dooro summada caawinta^(Help) (calaamad su'aal) si aad u hesho caawimo ama calaamadda Koontada^(Account) si aad u hagaajiso astaantaada iyo dejinta.

Qalabka Dhinaca Midig

Dhanka midig waxaa yaal qalab. Waxaad kuwan ku arki doontaa shaashadda shay kasta oo aad isticmaasho, sida Mashruuca, Liiska Hawsha^{(Task List)} , ama Kaararka. Marka laga reebo waa Dashboardka^(Dashboard) iyo Warbixinta^(Report) . 

Markaad doorato qalab, bar-sidebar ayaa soo bandhigaysa walxaha u dhigma. Waxaad haysataa Wadahadalo, Lifaaqyo, Cadaymo^(Proofs) , Codsiyada Cusboonaysiinta^{(Update Requests)} , Daabacaada^(Publish) , Diiwaanka Hawsha^{(Activity Log)} ,  iyo Kooban^(Summary)

Ficilada la heli karo ee ku jira bar-side waxay ku xiran yihiin qalabka. Tusaale ahaan, waxaad arki kartaa dhammaan wada sheekaysiga, kuwa aan la akhriyin, ama faallooyinka xaashidii ama safkiiba. Lifaaqyada, waxaad dib u eegi kartaa faylka, soo dejisan kartaa, dib u magacaabi kartaa, ama waxaad ku dari kartaa sharraxaad.

Qalabka ugu sarreeya

Dusha sare ee shay kasta, waxaad haysataa qalab dheeraad ah. Dhinaca bidix, waxaad kaydin kartaa, daabacan kartaa, ka noqon kartaa, ama dib ayaad u samayn kartaa ficil. Si toos ah taas ku xigta, waxaad bedeli kartaa aragtidaada taas oo aad u anfacaysa. U beddelo inta u dhaxaysa Grid , Gantt , Kaarka^(Card) , ama aragtida  jadwalka .^(Calendar)

Waxa kale oo aad arki doontaa badhamada font iyo qaabka la mid ah waxa aad ku aragto Microsoft Word^{(in Microsoft Word)} . Tani waxay kuu ogolaaneysaa inaad bedesho qaabka xarfaha, cabbirka, ama midabka, beddesho toosinta, qaabka lacag ahaan, iyo in ka badan.

Tilmaamaha Xaashida Smart ee Dheeraadka ah^{(Additional Smartsheet Features)} iyo Ikhtiyaarada

Markaad barato aasaaska sida loo isticmaalo Smartsheet , u fiirso sifooyinkan dheeraadka ah iyo fursadaha.

Wadaagista^(Sharing) : Iyada oo ay weheliso wada-hadallada waqtiga-dhabta ah iyo agabka wada^{(collaboration tools)} -shaqeynta , waxaad hagaajin kartaa wadaagga iyo jaan-goynta oggolaanshaha kooxdaada. Isticmaal badhanka Share ee dhinaca midigta sare si aad u aragto fursadahaaga.

Isdhexgalka^{(Integrations)} : Ku xidh Smartsheet abka ay ka midka yihiin Slack , Google Drive , Gmail , OneDrive , Jira , iyo in ka badan. Si aad u aragto xulashooyinkaaga, aad Xarunta Xalka^{(Solution Center)} , ka dooro Baadi Dhammaan Xalalka^{(Browse All Solutions)} , oo dooro wax badan oo^{(See More Add-Ons)} lagu daro qaybta Add-Ons.

Qulqulka Shaqada Atoomaatiga^{(Automated Workflows)} ah : Si otomaatig ah^{(Automate tasks)} u samee hawlaha mashruucaaga ama xaashida adiga oo dooranaya kiciyeyaasha iyo ficilka. Waxaad si otomaatig ah u samayn kartaa waxyaabaha ay ka midka yihiin ogeysiisyada, codsiyada oggolaanshaha, duubista taariikhda, ama xidhida safafka. Dooro tabka Automation- ka ee ka sareeya barka sare ee qalabka.

Waxa kale oo aad samayn kartaa goob shaqo, isticmaal qaabayn shuruudaysan, oo aad hubisaa shaqaynta u samaynta shabakada ama abka mobaylka ee shirkaddaada.

Smartsheet waa aalad si buuxda u sifaysan, qalab adag oo lagu maareeyo mashaariicda nooc kasta leh. Hubi inaad hubiso qiimahooda qorshaha isdiiwaangelinta^{(subscription plan pricing)} si ay kuugu habboonaato.

Qalabka la midka ah, u fiirso sida loo isticmaalo Todoist Kanban qalabka^{(use the Todoist Kanban tool)} ama sida loo noqdo mid waxtar leh Trello^{(be productive with Trello)} .

How to Use Smartsheet: A Tutorial for Beginners

For a cloud- and web-based tool for tracking projects, tasks, lists, team members, аnd more, Smartsheet.com offers extensive and flexible features.

If you’re considering giving it a try or have already signed up for a free trial, making the most of the tool means knowing what it can do for you and your team. Let’s delve into how to use Smartsheet for beginners just getting started.

What is Smartsheet?

If you’ve ever used applications like Asana, Monday.com, or similar project management software, Smartsheet is comparable in purpose, structure, and features. You can use it alone or collaborate with others, create dashboards for quick access to items, and enjoy multiple views like Kanban, calendar, and grid.

Smartsheet also provides automated workflows, templates for quick starts, helpful reports, custom forms, and integrations with other applications to streamline your processes.

The best way to begin using Smartsheet is to create or import a project, sheet, or list of tasks that you want to track. We’ll then walk you through the features of each tool.

Create, Import, or Use a Template

Select the Solution Center icon (plus sign) in the left-hand navigation. You’ll then see options on the top left of the screen for Create and Import.

Choose Create, and you have eight options for Grid, Project, Cards, Task List, Form, Report, and Dashboard/Portal. Select the type of item you want to create, give it a name, and pick Create.

Choose Import if you have a project plan or task sheet elsewhere that you’d like to start with. Pick Microsoft Excel, Microsoft Project, Google Sheets, or Atlassian Trello. Then follow the prompts to import the item.

If you’d like to start with a template or template set, choose Browse All Solutions, select an industry, or use the Search box to find something specific. 

Select a template or set to see additional information. Then to use a template, select the Use button.

For a template set, select Learn More to get full details on what’s included and download the set.

Use the Project Assistant

If it’s a new project that you want to start with, you can also use the Project Assistant. This gives you a head start on setting up the project.

In the Solution Center, select Project Assistant. Name your project, enter two tasks to get started, and add two subtasks for Task #1.

You’ll then see the Grid View layout for your new project with the tasks and subtasks you entered. 

Project Features

Tracking your project in Smartsheet is easy with project management tools built right in like the Gantt View.

You have spots for the task, duration, start, finish, predecessors, assigned to, percent complete, status, and comments on the left side. On the right side is your Gantt chart.

You can add baselines and show or hide the critical path using the icons on the top right.

Select the gear icon to open the Project Settings. Then adjust the Dependency Settings, Timeline Display, and Resource Management.

Task List Features

The task list has exactly what you need to track your to-dos from start to finish. 

Enter the task name, due date, assignee, and status. Use the Done column to mark tasks completed and the Comments section for notes.

Cards Features

If you like the Kanban method of project management, you can use the Cards layout, whether for yourself or your team.

You’ll start with lanes for Uncategorized, Backlog, Planning, In Progress, and Complete. However, you can change these labels per your project.

Use the plus signs to add cards to the lanes. Your cards can include a checklist of subtasks, file attachments, comments, proofs, and reminders. You can also edit the subtasks on a card in a larger view by selecting the Edit icon (pencil).

Choose between a compact or full view of your cards and adjust the Card View settings with the gear icon on the top right.

Grid Features

Do you use applications like Microsoft Excel or Google Sheets for tracking items? If so, then the Grid layout is for you. It looks just like a spreadsheet with columns, rows, and cells.

Form Features

Building a custom form is a useful feature for all sorts of projects. With Smartsheet, you can design your form and adjust its settings easily.

Add and remove Form Elements with the section on the left. Then, select a form field to adjust its particular settings on the right. For example, you can make a field required, include a label or help text, use validation, and add logic.

Adjust the form settings for the Theme and Brand, Security, Form Submission, and emails for submissions.

Report Features

Create a Row Report, Summary Report, or both. Select the sheet or project and add the columns. You can add filters, sort and group columns, and include a summary at the top.

Dashboard Features

By creating a Smartsheet dashboard, you can see a snapshot of your project, check on active items, see a handy chart, or view metrics.

Give your dashboard a name, and then choose the widgets you want to use. You’ll see a nice selection of widgets on the right and simply select one to add it. 

Once you have the widgets on your dashboard, you can adjust their settings. Depending on the widget type, you can add and style a title and choose an action for when someone clicks the widget.

Smartsheet Navigation, Layout, and Tools

Smartsheet offers an easy way to navigate the application as well as use the tools. 

Left-Hand Navigation

On the left side you have the main navigation for Home, Notifications, Browse, Recents, Favorites, WorkApps, and the Solution Center. When you log into Smartsheet, select where you’d like to start.

At the bottom, select the Help icon (question mark) icon for assistance or the Account icon to adjust your profile and settings.

Right-Side Tools

On the right side are tools. You’ll see these on the screen for each item you use, such as a Project, Task List, or Cards. Exceptions are the Dashboard and Report. 

When you select a tool, a sidebar displays containing the corresponding items. You have Conversations, Attachments, Proofs, Update Requests, Publish, Activity Log, and Summary. 

The available actions in the sidebar depend on the tool. As examples, you can view all conversations, those that are unread, or comments per sheet or row. For attachments, you can preview the file, download it, rename it, or add a description.

Top Toolbar

On the top of each item, you have additional tools. On the left side, you can save, print, undo, or redo an action. Directly next to that, you can change your view which is quite handy. Switch between the Grid, Gantt, Card, or Calendar views. 

You’ll also see font and format buttons similar to what you see in Microsoft Word. This allows you to change the font style, size, or color, change the alignment, format as currency, and more.

Additional Smartsheet Features and Options

Once you learn the basics of how to use Smartsheet, take a look at these additional features and options.

Sharing: Along with the real-time conversations and collaboration tools, you can adjust the sharing and permission settings for your team. Use the Share button on the top right to view your options.

Integrations: Connect Smartsheet to apps like Slack, Google Drive, Gmail, OneDrive, Jira, and more. To view your options, go to the Solution Center, pick Browse All Solutions, and select See More Add-Ons in the Add-Ons section.

Automated Workflows: Automate tasks for your project or sheet by selecting a trigger and action. You can automate things like notifications, approval requests, recording a date, or locking rows. Select the Automation tab above the top toolbar.

You can also create a workspace, use conditional formatting, and check out functionality for creating a web or mobile app for your company.

Smartsheet is a full-featured, robust tool for managing projects of all sizes. Be sure to check out their subscription plan pricing for the best fit for you.

For similar tools, take a look at how to use the Todoist Kanban tool or how to be productive with Trello.

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