Smartsheet
Smartsheet Guide
Find out how to access smartsheet using the Smartsheet basic guide (.pdf), don’t forget to log-in
using the University of Essex portal (.pdf).
Use this tool to create project plans, action plans and as a collaborative planning tool to help you successfully manage your project or collaborative work.
See our advanced Smartsheet guide (.pdf) to explore the full functionality that Smartsheet has to offer.
Smartsheet is an online project management tool that we have purchased for
you to produce project plans, action plans, actions logs and risks/issues
registers to support you with managing your projects.
Request a Smartsheet
Take a look at our examples to help you decide whether you need a blank
sheet, project plan, action plan, action log, lessons learned log or issue/risk
register.
If you want any specific column headings, let us know in the comments section
of the form as you will not be able to add them yourself. If at any point you
would like to amend your chosen column headings please contact
change@essex.ac.uk and we'll do this for
you.
Using Smartsheet
Signing into Smartsheet with your Essex email address
Save yourself the hassle of setting up and remembering another account and
password by signing in using your Essex login with ‘@essex.ac.uk’ after it. Our
Smartsheet guide (.pdf, Essex users only) shows how easy this process is.
Online tutorials
Smartsheet offer a number of easy online tutorials such as:
Making changes to your Smartsheet
If you need to rename your sheet or insert/delete/amend/rename columns, there
are a number of different ways to be given permissions to enable you to do this.
- Ask us to amend your columns you can contact us via
change@essex.ac.uk and
someone from our team will do this on your behalf
- Activate a 30-day free trial. If you’ve not already used a
30 day free trial, you can activate one which will give you
permissions to make your own changes and or even set up your own
Smartsheet from scratch. See our
Smartsheet guide (.pdf, Essex users only) for details, and
below for information on what you'll need to do when your trial
ends.
- Request a temporary licence We have a limited number of
licences we can lend out on a temporary basis. Email us at
change@essex.ac.uk
with the dates you’ll need a licence for to make your changes,
and we’ll grant you a licence for that time period. Please be
aware that due to the limited number of licence it may not
always be possible to guarantee you a licence for the requested
time period.
When your 30 day free trial ends
As we hold the licence centrally, you’ll need to pass the ownership of your
sheet onto us by following the steps below.
- Go to the Sharing tab at the bottom of your Smartsheet, next
to Alerts.
- In the Invite Collaborators box, type
smartsheet@essex.ac.uk, and set the Permissions to “Admin” using
the drop-down list.
- Make sure Send email is ticked.
- Click Share Sheet.
- Once we receive the email, we’ll accept the ownership which
will send an email to you. In the email you will need to click
Accept Request.
Our
Smartsheet guide (.pdf, Essex users only) takes you visually through this
process.
Contact us
Contact change@essex.ac.uk if you
have any queries about Smartsheet.