Быстрый старт
This guide covers every Smartsheet feature:
- Начиная — Create your account and build a foundation
- Как использовать менеджер проектов — Plan and track projects in a familiar grid
- How to Use Event Manager — Run events from vendors to guest lists
- How to Use Product Developer — Map roadmaps, sprints, and release dates
- How to Use IT Portfolio Management — Track every IT project in one rollup
- How to Use Business PMO — Standardize PMO intake and governance
- How to Use Marketing Management — Coordinate campaigns, assets, and approvals
- Как использовать командное взаимодействие — Keep teams aligned without email threads
- How to Use No Code Work — Automate alerts and approvals without code
- How to Use Project & Portfolios — Roll projects into stakeholder dashboards
Необходимое время: 5 минут на каждый фильм
Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы
Почему стоит доверять этому руководству?
I’ve used Smartsheet for two years across client work and internal project planning.
Every step here comes from real hands-on testing, not vendor screenshots.
Smartsheet is a web-based platform that blends spreadsheet-style editing with project management tools.
Most new users only touch the grid and stop there.
This guide shows you how to use Smartsheet feature by feature.
Пошаговая инструкция со скриншотами и полезными советами.
Smartsheet Tutorial
This Smartsheet tutorial walks you through every module, from your first sheet to автоматизация.
Work through it in order and you will finish with a working system.
Smartsheet
Manage projects, resources, and reports in one place. Smartsheet gives your teams grid, gantt, calendar, and card view without leaving the sheet. Start free, then upgrade when you need advanced features.
Getting Started with Smartsheet
Before any feature works, finish this one-time setup.
Это займет около трех минут.
Here’s what my own account looked like after setup:
Теперь давайте рассмотрим каждый шаг.
Шаг 1: Создайте свою учетную запись
Go to the Smartsheet website and click Sign Up.
Enter your work email, then create a password.
The free plan allows only two sheets and two редакторы.
✓ Контрольная точка: Проверьте свой входящие для подтверждающего письма.
Шаг 2: Откройте веб-приложение
Smartsheet runs in the browser, so no download is needed.
Mobile apps exist for iOS and Android if you travel.
Here’s what you get on day one:
Top benefits of Smartsheet include shared visibility and far fewer status meetings.
✓ Контрольная точка: You should land on the Home dashboard.
Шаг 3: Завершение первоначальной настройки
Create your first workspace, then invite two teammates.
Explore the template gallery before building anything from scratch.
Smartsheet support and the help center cover the basics well.
Additionally, read the template best practices before building anything complicated.
✅ Готово: Вы готовы использовать любую из функций ниже.
How to Use Smartsheet Project Manager
Руководитель проекта lets you plan tasks, assign owners, and track progress in grid view.
Вот пошаговая инструкция по его использованию.
Step 1: Create Your Project Sheet
Click Create, then choose a project template from the gallery.
Using templates can accelerate the setup process a lot.
Step 2: Add Tasks and Dates
Type each task into a row, then set start and end dates.
Smartsheet requires start and end dates for gantt view to draw bars.
Вот как это выглядит:
✓ Контрольная точка: A gantt chart appears beside your grid columns.
Step 3: Assign Owners and Track Progress
Assign each row to a teammate, then update the % complete column.
✅ Результат: You now have a live project plan your whole team can follow.
💡 Полезный совет: Indent rows for task hierarchy. Smartsheet calculates % complete from child rows.
How to Use Smartsheet Event Manager
Event Manager lets you run event planning, vendors, and guest данные collection in one sheet.
Вот пошаговая инструкция по его использованию.
Step 1: Open the Event Plan Template
Search the template gallery for event planning, then save a copy.
Step 2: Build a Registration Form
Click Forms, then map fields to your sheet columns.
Forms in Smartsheet help you collect information cleanly and consistently.
Вот как это выглядит:
✓ Контрольная точка: Your form link is live and new rows land at the bottom.
Step 3: Switch to Calendar View
Click the calendar view icon to see every milestone by date.
✅ Результат: Event data collection now flows straight into your sheet without email chasing.
💡 Полезный совет: Send the form link, not the sheet. Guests cannot break your columns.
How to Use Smartsheet Product Developer
Product Developer lets you map roadmaps, sprints, and releases across timeline views.
Вот пошаговая инструкция по его использованию.
Step 1: Create a Roadmap Sheet
Start a blank sheet, then name it after your product release.
Step 2: Define Your Columns Early
Add status, owner, priority, and release columns before adding rows.
Column types should be defined рано to protect data integrity.
Вот как это выглядит:
✓ Контрольная точка: Dependencies shift automatically when you move a parent task.
Step 3: Switch to Gantt View
Turn on gantt view, then drag bars to shift dependent dates.
✅ Результат: Your roadmap now shows real dates instead of guesses on a whiteboard.
💡 Полезный совет: Standardize status values across sheets. Clean values make rollup reports accurate.
How to Use Smartsheet IT Portfolio Manager
IT Portfolio Management lets you track every IT project in one portfolio management rollup.
Вот пошаговая инструкция по его использованию.
Step 1: Group Your Project Sheets
Move all project sheets into one workspace folder first.
Step 2: Create a Cross-Sheet Report
Smartsheet allows teams to create custom reports from multiple sheets.
Filter by status, owner, or due dates to focus the view.
Вот как это выглядит:
✓ Контрольная точка: One report now pulls rows from every project sheet you selected.
Step 3: Set Workspace Permissions
Give viewers read-only access so безопасность stays intact across teams.
✅ Результат: Leadership can see portfolio health without opening a single sheet.
💡 Полезный совет: Reports update live. Share the report link, not stale exported copies.
How to Use Smartsheet Business PMO
Бизнес PMO lets you give your PMO one system for intake and governance.
Вот пошаговая инструкция по его использованию.
Step 1: Build a Project Intake Form
Create a request form so new work arrives with complete details.
Step 2: Set Approval Automation
Route each request to a sponsor using approval and update requests.
Автоматизация can be triggered by specific events or by a schedule.
Вот как это выглядит:
✓ Контрольная точка: New requests appear in the intake sheet with an approval status.
Step 3: Publish a PMO Dashboard
Add charts and metric widgets, then share the link with sponsors.
✅ Результат: Your intake processes now run on one repeatable system, not scattered emails.
💡 Полезный совет: Advanced Work Management is a paid add-on module. Price it before promising anything.
How to Use Smartsheet Marketing Manager
Marketing Management lets you manage campaign schedule, assets, and approvals in one workspace.
Вот пошаговая инструкция по его использованию.
Step 1: Create a Campaign Calendar Sheet
Add campaign name, channel, owner, and launch date columns.
Step 2: Attach Creative Assets to Rows
Drag files onto each row so feedback stays with the asset.
Вот как это выглядит:
✓ Контрольная точка: Reviewers receive an email with editable fields from your sheet.
Step 3: Request Approvals Automatically
Configure update requests so reviewers respond without a Smartsheet account.
✅ Результат: Campaign approvals now land in the sheet instead of buried inbox threads.
💡 Полезный совет: Switch to card view during planning. Dragging cards beats editing rows.
How to Use Smartsheet Team Collaborator
Командное сотрудничество lets you keep teams aligned with row comments and instant alerts.
Вот пошаговая инструкция по его использованию.
Step 1: Share the Sheet
Click Share, add emails, then pick editor or viewer access.
Step 2: Comment Directly on Rows
Open the row, then post questions where the work actually lives.
Вот как это выглядит:
✓ Контрольная точка: Collaborators appear in the sharing panel with their permission level.
Step 3: Turn On Alerts
Set alerts so owners hear about changes without checking daily.
✅ Результат: Team collaboration now happens inside the sheet, not across twelve email replies.
💡 Полезный совет: Use viewer access for stakeholders. They see everything and break nothing.
How to Use Smartsheet No Code Work
No Code Work lets you automate notifications and approvals with no-code workflows.
Вот пошаговая инструкция по его использованию.
Step 1: Open the Automation Menu
Click Automation, then choose Create Workflow from the dropdown.
Шаг 2: Выберите триггер
Trigger on a date, a cell change, or on demand.
Smartsheet automates notifications and task processes with no-code workflows.
Вот как это выглядит:
✓ Контрольная точка: Your workflow shows as active in the automation list.
Step 3: Choose the Action
Send an alert, request an update, or lock the row.
Good rules streamline workflows so nothing sits waiting on a reminder.
✅ Результат: Routine reminders now run themselves while your team stays on real work.
💡 Полезный совет: Test every workflow on two dummy rows. Bad triggers email everyone at once.
How to Use Smartsheet Project & Portfolios
Project & Portfolios lets you roll projects into dashboards stakeholders can actually read.
Вот пошаговая инструкция по его использованию.
Шаг 1: Создайте новую панель мониторинга.
Click Create, then choose Dashboard and name it clearly.
Step 2: Add Chart and Report Widgets
Point each widget at a sheet or report to display live data.
Smartsheet enables teams to analyze data through interactive dashboards.
Вот как это выглядит:
✓ Контрольная точка: Widgets refresh automatically when the source sheets change.
Шаг 3: Опубликовать и поделиться
Share the dashboard link with executives who never open sheets.
✅ Результат: Stakeholders get the summary they want without one status встреча.
💡 Полезный совет: Dashboards suit stakeholders who need summaries. Keep each one under six widgets.
Smartsheet Pro Tips and Shortcuts
After two years of daily use, these are the tips I actually reuse.
Клавиатурные сочетания
| Действие | Быстрый доступ |
|---|---|
| Insert row above | Ctrl + I |
| Indent row (create hierarchy) | Ctrl + ] |
| Open row detail panel | Ctrl + Shift + Right |
| Save the sheet | Ctrl + S |
Скрытые функции, которые большинство людей упускают из виду.
- Workload Heatmap: Visualizes team members availability so you can balance workloads and avoid burnout.
- Workload Schedule: Helps you assess who has capacity before you assign the next task.
- Отслеживание времени: Logged hours enhance your future project estimates instead of guesswork.
- Cell linking: Pull one number across sheets so reports never drift apart.
For example, one weekly status alert replaced three recurring meetings on my team.
Resource management here improves productivity and performance once workloads are visible.
The official Smartsheet YouTube channel posts short Smartsheet tutorials worth bookmarking.
Those videos plus the community knowledge base cover most questions in minutes.
The community forum is helpful when a cross-sheet formula breaks at midnight.
Smartsheet Common Mistakes to Avoid
Mistake #1: Treating Sheets Like Excel Files
❌ Неправильно: Free-typing statuses like done, DONE, and finished in one column.
✅ Справа: Use dropdown columns and standardize status values to improve every report.
Mistake #2: Skipping Start and End Dates
❌ Неправильно: Adding tasks with no dates, then wondering why gantt view stays empty.
✅ Справа: Fill both date columns first, since gantt view needs them to draw bars.
Mistake #3: Cramming Everything Into One Sheet
❌ Неправильно: Pushing toward the 500,000 cell limit with years of archived rows.
✅ Справа: Split by project, then use reports and dashboards to organize data across sheets.
Smartsheet Troubleshooting
Problem: Gantt View Shows Nothing
Причина: Your sheet is missing date columns or the dates sit empty.
Исправить: Add start and end date columns, then fill both for every task.
Problem: Automation Never Fires
Причина: The workflow is inactive, or the trigger conditions never match.
Исправить: Open Automation, check the active toggle, then test on a sample row.
Problem: Sheet Will Not Save New Rows
Причина: You hit the 500,000 cell limit or lost internet access.
Исправить: Archive old rows into a second sheet, then reconnect and refresh.
📌 Примечание: If none of these help, contact Smartsheet support directly.
Что такое Smartsheet?
Smartsheet is a work management platform that combines spreadsheet-style editing with project management tools.
Think of it like a spreadsheet that grew into a real project system.
Посмотрите этот краткий обзор:
Teams utilize sheets, reports, forms, and dashboards as one source of truth.
В его состав входят следующие ключевые особенности:
- Руководитель проекта: Build project plans with tasks, dates, owners, and live progress bars.
- Менеджер мероприятий: Handle vendors, budgets, guest lists, and run-of-show from one place.
- Product Developer: Map roadmaps, sprints, and releases with dependencies and owners.
- IT Portfolio Management: Roll every IT project into one portfolio with shared отчетность.
- Бизнес PMO: Standardize intake, governance, and program reporting for the PMO.
- Marketing Management: Coordinate campaign calendars, assets, and creative approvals.
- Командное взаимодействие: Share sheets, comment on rows, and keep everyone aligned.
- No Code Work: Automate alerts, approvals, and handoffs without writing code.
- Project & Portfolios: Roll projects into dashboards built for executive summaries.
Полный обзор смотрите в нашем разделе Smartsheet review.
Here is how the interface is laid out:
Цены на Smartsheet
Here’s what Smartsheet costs in 2026:
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Про | 9 долларов США/пользователь/месяц | Small teams starting with project planning |
| Бизнес | 19 долларов США/пользователь/месяц | Growing companies needing resource management |
| Предприятие | Индивидуальное ценообразование | Large organizations with security demands |
| Расширенное управление работой | Индивидуальное ценообразование | Enterprises adding advanced features and add-ons |
Бесплатная пробная версия: Yes — Smartsheet provides a 30-day free trial for the business plan.
Гарантия возврата денег: No refund policy is published, so test during the trial.
A free version exists with limited functionality for solo users.
Add-on costs apply for advanced actions and capabilities beyond the core plan.
Enterprise plans suit complex solutions across many organizations with strict security rules.
Here is the current pricing page:
💰 Лучшее соотношение цены и качества: Business — it unlocks resource management and unlimited free viewers.
Smartsheet против альтернатив
How does Smartsheet compare? Here is the competitive landscape:
Посмотрите это сравнение:
| Инструмент | Лучше всего подходит для | Цена | Рейтинг |
|---|---|---|---|
| Smartsheet | Spreadsheet-style portfolio management | 9 долларов США/пользователь/мес. | ⭐ 4.6 |
| Monday.com | Визуальные рабочие процессы | 9 долларов США/пользователь/мес. | ⭐ 4.7 |
| ClickUp | All-in-one task tools | 7 долларов США/пользователь/мес. | ⭐ 4.7 |
| Врике | Планирование корпоративных проектов | 10 долларов США/пользователь/мес. | ⭐ 4.4 |
| Airtable | Relational databases | 20 долларов США/пользователь/мес. | ⭐ 4.6 |
| Понятие | Docs plus lightweight projects | 10 долларов США/пользователь/мес. | ⭐ 4.7 |
Краткий выбор:
- Лучший вариант в целом: Smartsheet — grid, gantt, calendar, and card view in one system.
- Оптимальный бюджет: ClickUp — the cheapest paid tier with serious project features.
- Лучший вариант для начинающих: Monday.com — the friendliest setup for brand new users.
- Best for portfolio management: Smartsheet — cross-sheet reports roll up cleanly.
🎯 Альтернативы Smartsheet
Ищете альтернативы Smartsheet? Вот лучшие варианты:
- 🚀 Monday.com: Colorful boards and simple automation, better for teams that hate spreadsheets.
- 💰 ClickUp: Huge feature set at a low price, including docs, goals, and time tracking.
- 🏢 Врике: Strong for large organizations with approval processes and tight security requirements.
- 📊 Airtable: Relational database power when your data needs linked records, not flat rows.
- 🧠 Понятие: Best when documentation and project tracking should live in the same workspace.
Полный список смотрите в нашем Smartsheet alternatives гид.
⚔️ Сравнение Smartsheet
Here is how Smartsheet stacks up against each competitor:
- Smartsheet против Monday.com: Smartsheet wins on reporting depth, Monday.com wins on visual simplicity.
- Smartsheet против ClickUp: ClickUp packs more tools, Smartsheet handles enterprise portfolio management better.
- Smartsheet против Wrike: Wrike suits agencies, Smartsheet suits teams that already think in rows.
- Smartsheet против Airtable: Airtable wins on data structure, Smartsheet wins on gantt chart and scheduling.
- Smartsheet против Notion: Notion wins on docs, Smartsheet wins on dates, alerts, and resources.
Start Using Smartsheet Now
You learned how to use every major Smartsheet feature:
- ✅ Менеджер проекта
- ✅ Event Manager
- ✅ Product Developer
- ✅ IT Portfolio Management
- ✅ Business PMO
- ✅ Marketing Management
- ✅ Командное взаимодействие
- ✅ No Code Work
- ✅ Project & Portfolios
Следующий шаг: Выберите одну функцию и попробуйте прямо сейчас.
Большинство людей начинают с должности менеджера проектов.
Это займет меньше пяти минут.
Часто задаваемые вопросы
What is the best way to learn Smartsheet?
Start with a template, build one real project, then add automation. Free Smartsheet tutorials on the official YouTube channel cover grid view, gantt view, and dashboards quickly.
Is Smartsheet difficult to learn?
No. If you know spreadsheets, the grid feels familiar within an hour. Gantt view, reports, and no-code workflows take a few days of practice to feel natural.
How is Smartsheet different from Excel?
Excel focuses on calculations. Smartsheet adds project management: task hierarchy, gantt chart, forms, alerts, update requests, and dashboards that stakeholders can view without editing your data.
Can I use Smartsheet for free?
Yes. The free plan allows two sheets and two editors with limited functionality. Advanced features need paid plans, and enterprise plans add security controls and add-on modules.
How do I turn a Smartsheet into a Gantt chart?
Add start and end date columns, fill both for every task, then click the gantt view icon. Indent rows to create parent and child task hierarchy.
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