How to Use Smartsheet For Project Management
- George Apostolov
How to Use Smartsheet For Project Management: step-by-step guide
On Smartsheet's main dashboard, head over to the left-side panel and click 'Create'.
After that, click 'View All Templates' in the top-right corner.
Tap the drop-down menu to access the template collection.
Subsequently, pick 'Project Management' from the list of options.
Browse the given selections, then choose the specific template you want to use.
Following that, click 'Create From Template' to proceed.
Access the document and replace the text fillers with the actual content related to the project you want to manage.
Next, use the options in the top menu bar to customize the format of your content.
Head over to the left-side panel, then choose the other items under the selected template. Repeat the same series of steps to add the necessary details and customize its default format according to your liking.
Finally, review your input and click 'Share' to bring your team members on board. Once done, you can start integrating your sheet into the workflow and use it for managing your project.
Quick answer: To manage projects in Smartsheet, select a template from the template collection via the Create menu, and click Create From Template. Then, replace the text fillers with your project content, customize the format using the top menu bar, update additional template items, review your input, and click Share to bring your team on board.
About this Smartsheet tutorial
Streamline your project management in Smartsheet by choosing templates, adding project details, customizing formats, and sharing with your team. This guide shows how to use Smartsheet For Project Management in 10 steps, starting with "On Smartsheet's main dashboard, head over to the left-side panel and click 'Create'" and finishing with "Finally, review your input and click 'Share' to bring your team members on board. Once...". The interactive demo above is a click-through copy of the real Smartsheet interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use Smartsheet For Project Management?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Smartsheet data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Smartsheet. Related guides: How to Use Smartsheet for Team Collaboration, How to Wrap Text in Smartsheet and How to Add a Checkbox in Smartsheet. Last reviewed 05 Oct 2026.
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