Jon Teychenne

From Excel to Smartsheet: A Guide to Transferring and Utilizing Your Data Introduction Excel has long been a staple in businesses for everything from financial analysis to project management. However, as organizations grow and become more complex, many are turning to Smartsheet for its advanced collaboration and project management capabilities. If you’re considering making the switch from Excel to Smartsheet, you might be wondering how to transfer your existing data and how to best utilize it within the new platform. This guide will walk you through the process, ensuring a smooth transition. Understanding Excel and Smartsheet Excel is a powerful […]

Integrating Smartsheet with Jira, Microsoft Teams, SharePoint, and Outlook: A Comprehensive Guide Introduction Smartsheet, a powerful work execution platform, is highly regarded for its versatility and wide array of features. One of its standout features is its ability to integrate with a variety of other platforms, making it even more functional and efficient. In this comprehensive guide, we will delve into how to integrate Smartsheet with Jira, Microsoft Teams, SharePoint, and Outlook. Understanding Smartsheet Integrations Smartsheet integrations allow you to connect Smartsheet with other software applications, creating a seamless flow of information between different systems. This can greatly enhance your

Pivot Tables in Smartsheet: Enhancing Data Analysis Introduction Analysis of complex data sets can be a daunting task for businesses of any size. Pivot tables have long been a go-to tool for making this task manageable, facilitating swift and insightful understanding of key data trends. While Smartsheet does not offer a traditional pivot table feature, it provides robust capabilities to create report-based structures that can serve a similar purpose. This comprehensive guide will take you through the process of leveraging Smartsheet’s features to replicate pivot table-like functionalities and effectively enhance your data analysis. Understanding Pivot Tables: A Brief Recap Before

Smartsheet Tips: How to Merge Cells for Better Data Presentation Introduction Smartsheet is an efficient and versatile tool for project management and team collaboration. One of its features, similar to other spreadsheet programs, is the ability to merge cells. Merging cells can improve the visual appeal of your sheets, making them more readable and organized. In this guide, we’ll walk you through the process of merging cells in Smartsheet. The Purpose of Merging Cells in Smartsheet Merging cells can serve several purposes. It can help you create clear and informative headers, make particular pieces of data stand out, or simply

Smartsheet vs Google Sheets: Making the Right Choice for Your Business Introduction Choosing the right productivity tool for your business can significantly impact team collaboration, efficiency, and overall project management. Two popular choices that often come up are Google Sheets and Smartsheet. This comprehensive comparison will help you understand the key differences and assist in making the right choice for your business needs. Google Sheets: An Overview Google Sheets is a cloud-based spreadsheet program that is part of Google’s suite of productivity tools. It offers real-time collaboration, powerful calculation capabilities, data visualization options, and seamless integration with other Google Workspace

Smartsheet and Salesforce Integration: Streamlining Your Business Processes Introduction As businesses grow, the need for effective and efficient process management becomes increasingly critical. To cater to this need, many organizations turn to integrative solutions that allow them to leverage the best features of multiple platforms. One such powerful integration is that of Smartsheet and Salesforce. This article provides an in-depth look into the integration of these two platforms, exploring how it can streamline your business processes and drive productivity. Understanding Smartsheet and Salesforce Before delving into the details of their integration, it’s important to understand what Smartsheet and Salesforce are