Master Smartsheet Sheet Summary Like a Pro! 🚀

Are you manually creating indexes and formulas in other sheets in Smartsheet to summarize your project plans? You’re doing too much! Sheet Summary is a game-changer, allowing you to aggregate data, automate reporting, and streamline project workflows directly within your sheets.

In this tutorial, Kirsten will show you:
✅ How to set up and use Sheet Summary fields
✅ How to link Sheet Summary with project plan cells
✅ How to create automated reports and dashboards using Sheet Summary
✅ How to dynamically assign roles and track project health

By the end, you’ll know exactly how to save time, improve efficiency, and elevate your Smartsheet game. Stop using sheets to be the "go between" to summarize Smartsheet data!

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Visit out website for more details & client testimonials: https://www.pathtosummit.com

TimeStamps
00:00 Introduction
00:12 Benefits of Using Smartsheet Sheet Summary
00:33 Navigating to the Sheet Summary
00:46 Creating Fields in the Sheet Summary
01:01 Using formulas in Sheet Summary & the Smartsheet Project Plan
01:09 Examples of formulas in Sheet Summary & the Project Plan
03:09 How to Create a Sheet Summary Report in Smartsheet
04:24 Outro


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