Smartsheet User Guide
Smartsheets allows teams to efficiently manage and share project tasks and is Olema's preferred project management tool. This guide will introduce a few basic features and best practices.
Project Creation:
-Once you've logged in you'll want to go to the browse screen, which is accessible through the list-menu on the left margin
-From the browse screen, you'll want to create a new workspace by right clicking the workspace tab selecting "Create New Workspace". Starting with a workspace will allow you to share multiple projects with your team - similar to a parent / department folder in dropbox.
-Within your new workspace you can use the "Create" button to bring down a list that includes "Project"
-Once you've named your project you will see that you now have a project within your workspace
Project SharingÂ
-Now that we've created a workspace and added a project, we need to share that project with our team. Select "share" from the upper right margin and add your team members. You can specify whether you want that person to have view or editing permissions as well.
