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Smartsheet Control Center

Use this overview to start creating blueprints and establishing a project intake process.

Доступно для:

Планы:

  • Business
  • Enterprise
  • Smartsheet Advance Package

Разрешения:

Для доступа к Smartsheet Control Center необходимо быть лицензированным пользователем.

Узнайте, входит ли эта возможность в Smartsheet Regions или Smartsheet Gov.

The following table shows you how to navigate Smartsheet Control Center.

If you want to do this

Инструкции

Create a blueprint source folder
  • Нажмите значок плюса на панели навигации слева.

  • Выбрать рабочие пространства

  • Name this source folder as the business you want to track.
  • Include all the sheets, reports, and dashboards you want to use as templates for future projects.
Create an intake sheet
  • Select the workspace or blueprint source folder for the intake sheet to live in.
  • Select +Add > Sheet > Grid
  • Name and customize your sheet as needed.
Set up profile data
  • In the first row of the sheet, and in the Primary column, include the word Summary.
  • Add each profile data element under an indented row right below Summary.
Создание новой программы
  • Войдите в Control Center.
  • Use the three-line menu icon in the upper left corner to access the left panel.
  • Select New Program.
Switch between programs
  • Access the left panel using the three-line menu icon in the upper left corner.
  • Select the name of the program you want.
     
Identify the program and get information
  • The program name appears at the top of the page, right below the title Control Center.
  • Select the i for more information about the program.
Создать макет
  • Create your blueprint source folder.
  • Control Center
  • Select a program or create a new one.
  • Select Manage Program > + New Blueprint.
  • Use the blueprint wizard to configure the blueprint.
Создание нового проекта
  • Select the program where you’re adding a new project.
  • Select Create project.
  • Follow the steps in the wizard.
Войдите в Control Center.
  • В правом верхнем углу окна Outlook выберите Добавить в Smartsheet.
  • Select Sign out.