The Supademo Blog

Tips and ideas to help you better communicate products

How to create and edit a dashboard on Smartsheet

Overview:

Efficiently manage your projects with Smartsheet by mastering the creation and editing of dashboards. Organize and visualize data seamlessly, enhancing user experience and simplifying navigation. This guide offers a step-by-step process for crafting and refining dashboards in Smartsheet, empowering you to optimize project oversight and clarity within the platform. Elevate your project management strategies with this comprehensive guide on creating and editing dashboards in Smartsheet.

1. Get started by creating a new dashboard

1 Click here

2. Access the Dashboard section

2 Click on "Dashboard"

3. Assign a name to your Dashboard and confirm with 'OK'

3 Click on "OK"

4. Ready to start editing? Select 'Edit Dashboard'

4 Click here

5. Now, click 'Edit' to make adjustments

5 Click on "Edit"

6. Enhance your dashboard by adding a widget

6 Click on "Add Widget"

7. Choose the widget type to represent your data

7 Click on "Metric"

8. Input the necessary data for the widget

8 Click on "Add Data"

9. Hit 'Save' to secure your dashboard setup

9 Click on "Save"

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