There’s no question about it: running a business is hard work. Any business owner will delight in discovering new ways to save time and money, but knowing where to start can be tricky. And even though finding these efficiencies is not a clear-cut process, we’ve identified several small ways you can use Smartsheet to achieve bigger business success.
Speed Up Daily Tasks With Automation
Mundane tasks are important. They keep your work moving, but they also slow you down—and we know your time is valuable. Smartsheet makes it easy to automate repetitive processes and keep everyone on the same page. Say, for instance, you want to inform your entire team about project status updates. Instead of booking yet another meeting to your packed schedule, you can automate alerts and updates to keep everyone in the know. Or, if you’re working on a task that requires sign-off from colleagues, you can use Smartsheet’s integrations with Slack or Microsoft Teams to request approvals. This eliminates the need to send additional emails to get the answers you need, keeping your inbox and calendar free for the most important to-dos on your list.
Complete Work On-the-Go with Smartsheet’s Mobile App
Remote work is here to stay, so what better way to keep in touch than through a mobile app that allows you to get the job done from anywhere? With Smartsheet’s mobile app, you can collaborate in real-time with colleagues from your iOS and Android devices. Update information within Smartsheet and track dashboards and notifications. You can also view the project timeline, so you always know the overall status of work irrespective of your physical location.
Collect Information Easily With Forms
Whether gathering customer feedback or internal requests, Smartsheet’s forms create a seamless (read: painless) way of gathering information from multiple people or teams. Smartsheet forms automatically connect with your sheets, allowing you to track information as it’s entered and eliminate unnecessary back-and-forth chatter. You can also vary the form’s question sequence based on how respondents answer by using conditional formatting. This ensures people only answer the most relevant questions for them. You can even save time and effort by mapping the form entries directly to reports for fuss-free report-building.
Get Agreements Signed, Sealed, and Delivered
Making agreements official is a standard part of growing and running a business. With Smartsheet’s DocuSign integration, you can cement that new partnership or new hire by easily sending and tracking documents within the platform. Having a centralized hub enables you to kickstart related workflows and begin the onboarding process with a new client or employee after they’ve digitally signed the agreement. And when you need help putting together a document, Smartsheet will help you combine the necessary parts to create the most suitable contract for your unique situation.
Create a One-Stop Information Portal
Searching for vital information during the workday can be a distraction if you don’t know where to look. It can be hard to figure out where the most up-to-date reference documents are with countless wikis, cloud-based folders, and links. Help your team maximize their productivity by making essential resources easily accessible with Smartsheet’s portals. Avoid version-control issues and confusing duplicates by making all your team’s information available in one place. With the simple drag-and-drop interface, you can customize the portal with widgets, text, and images to make it more digestible for your teammates. The cloud-based portals are ideal for hosting an internal team resource or customer-facing platform to help people find what they need in no time.
