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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.

Find out if this capability is included in Smartsheet Regions or 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.