5 Quick Smartsheet Tips to Boost Your Efficiency

​Reported by: Shahirah Abdul Aziz

Smartsheet offers powerful features to help you plan, track, and manage work more effectively. Whether you’re new to the platform or a regular user, these five quick tips can help you work smarter and get more done.

1. Plan Smarter, Not Harder

Keep all your tasks, deadlines, and team assignments in one Smartsheet instead of juggling multiple tools. For example, when managing a project, you can add tasks, assign them to specific people, and set due dates in a single, structured sheet. This ensures nothing is missed and everyone is aligned.

2. Connect Your Tasks with Dependencies

Projects rarely go exactly as planned, and delays can have a ripple effect. With dependencies enabled, if one task’s date changes, Smartsheet automatically updates the related tasks and overall timeline.
To enable this:

1. Open Project Settings.
2. Turn on Dependencies.
3. Select your Predecessor and Duration columns.

3. Use the Right View for the Job

Smartsheet offers multiple views so you can visualize work in the way that’s most useful:

• Board View works like a Kanban board—great for tracking progress by moving tasks between columns like Not Started, In Progress, and Completed.
• Gantt Chart gives a timeline view to help track deadlines, dependencies, and milestones at a glance.

4. Collaborate with Clarity

When multiple team members work in the same sheet, it’s important to track updates easily. The Highlight Changes feature shows exactly what’s been updated, who made the change, and when. This eliminates confusion and keeps collaboration transparent.

5. Stay Organized with Row Hierarchy and Colors

Structure your sheet for clarity by grouping related tasks under a main heading using Row Hierarchy (indent feature).
Combine this with Conditional Formatting to color-code your work—for example, red for critical tasks, green for completed ones—making it easy to spot priorities at a glance.

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See these tips in action in our YouTube video:

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