How To Access Project Settings In Smartsheet Not As An Admin

Are you struggling to find your way around the project settings in Smartsheet? Don’t worry, we’ve got you covered. Navigating project settings can be perplexing, but with our simple guide, you’ll be able to access and personalize your project settings with ease. Say goodbye to frustration and hello to efficient project management. Let’s dive in.

What Are Project Settings in Smartsheet?

Project settings in Smartsheet refer to the various configurations and options that allow users to customize and control their projects. These settings include:

• Defining project start and end dates.
• Setting task dependencies.
• Assigning resources.
• Determining the project’s timeline and duration.

Additionally, users can establish access permissions for team members and stakeholders to promote collaboration and ensure data security. Familiarizing oneself with project settings in Smartsheet is essential for effectively managing and organizing projects. Keep exploring the platform to unlock its full potential!

How Do You Access Project Settings in Smartsheet?

As a user of Smartsheet, you may want to customize your project settings to fit your specific needs. But how do you access these settings? Here, we will walk you through the simple steps to access project settings in Smartsheet. First, we’ll show you how to open your project in Smartsheet. Then, we’ll guide you to the “Settings” icon and demonstrate how to select “Project Settings” from the drop-down menu. With these easy steps, you can easily access and adjust your project settings in Smartsheet.

Step 1: Open the Project in Smartsheet

To open a project in Smartsheet, follow these steps:

1. Log in to your Smartsheet account.
2. From your Smartsheet home page, locate the desired project.
3. Click on the project to open it.
4. You will now be in the project view, where you can access and manage project settings.

Step 2: Click on the “Settings” Icon

To access project settings in Smartsheet, follow these steps:

1. Step 1: Open the project in Smartsheet.
2. Step 2: Click on the “Settings” icon.
3. Step 3: Select “Project Settings” from the drop-down menu.

In project settings, you can:

• Update project information.
• Manage project access and permissions.
• Customize project fields and columns.
• Set up alerts and reminders.
• Configure project automation.

To save changes in project settings:

1. Step 1: Make desired changes.
2. Step 2: Click on the “Save” button.
3. Step 3: Confirm changes in the pop-up window.

Some tips for using project settings in Smartsheet include regularly reviewing and updating settings, utilizing automation to streamline project management, being mindful of access and permission settings, and taking advantage of customization options.

Step 3: Select “Project Settings” from the Drop-down Menu

To access project settings in Smartsheet, follow these steps:

1. Step 1: Open the project in Smartsheet.
2. Step 2: Click on the “Settings” icon.
3. Step 3: Select “Project Settings” from the drop-down menu.

In the project settings, you can:

• Update project information.
• Manage project access and permissions.
• Customize project fields and columns.
• Set up alerts and reminders.
• Configure project automation.

To save changes in project settings:

1. Step 1: Make desired changes.
2. Step 2: Click on the “Save” button.
3. Step 3: Confirm changes in the pop-up window.

Some tips for using project settings in Smartsheet include regularly reviewing and updating project settings, utilizing automation to streamline project management, being mindful of access and permission settings, and taking advantage of customization options.

What Can You Do in Project Settings?

Project settings in Smartsheet allow users to customize and manage various aspects of their projects. In this section, we will explore the different options available in project settings and how they can enhance your project management experience. From updating project information to setting up alerts and automation, there are a variety of features that can help streamline and improve your project workflow. Let’s dive in to see what you can do in project settings.

1. Update Project Information

To update project information in Smartsheet, follow these steps:

1. Open the project in Smartsheet.
2. Click on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.

In the project settings, you can:

1. Update project details such as project name, description, and start/end dates.
2. Manage project access and permissions for team members.
3. Customize project fields and columns based on your specific project needs.
4. Set up alerts and reminders to stay updated on project deadlines.
5. Configure project automation to streamline repetitive tasks.

To save changes in project settings:

1. Make desired changes.
2. Click on the “Save” button.
3. Confirm changes in the pop-up window.

Some tips for using project settings in Smartsheet include regularly reviewing and updating project settings, utilizing automation to streamline project management, being mindful of access and permission settings, and taking advantage of customization options.

2. Manage Project Access and Permissions

To effectively manage project access and permissions in Smartsheet, follow these steps:

1. Open the desired project in Smartsheet.
2. Click on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.

In project settings, you have the ability to:

• Update project information.
• Manage project access and permissions.
• Customize project fields and columns.
• Set up alerts and reminders.
• Configure project automation.

To save changes in project settings:

1. Make the desired changes.
2. Click on the “Save” button.
3. Confirm the changes in the pop-up window.

Some helpful tips for utilizing project settings in Smartsheet are:

• Regularly review and update project settings.
• Take advantage of automation to streamline project management.
• Be mindful of access and permission settings.
• Utilize customization options to tailor the project to your needs.

In 2020, Smartsheet introduced enhanced project settings, providing users with even more control over project access and permissions. This update was highly praised by project managers, as it made it easier to manage team members’ access levels and ensure the appropriate level of collaboration. Smartsheet continues to listen to user feedback and regularly updates its project settings features to meet the evolving needs of its users.

3. Customize Project Fields and Columns

To customize project fields and columns in Smartsheet, follow these steps:

1. Open the project in Smartsheet.
2. Click on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.
4. Update project information, such as project name or description.
5. Manage project access and permissions for team members.
6. Customize project fields and columns by adding or removing them according to your needs.
7. Set up alerts and reminders to stay on top of important deadlines.
8. Configure project automation to streamline repetitive tasks.
9. Make desired changes and click on the “Save” button to save them.
10. Confirm changes in the pop-up window.

To make the most of project settings in Smartsheet:

• Regularly review and update project fields and columns as the project progresses.
• Utilize automation features to save time and improve efficiency.
• Be mindful of access and permission settings to ensure data security.
• Take advantage of customization options to tailor the project to your specific requirements.

4. Set Up Alerts and Reminders

To set up alerts and reminders in Smartsheet’s Project Settings, follow these steps:

1. Open the project in Smartsheet.
2. Click on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.
4. Update project information, such as start and end dates, project owner, and project status.
5. Manage project access and permissions to control who can view and edit the project.
6. Customize project fields and columns to track specific project details.
7. Set up alerts and reminders to receive notifications for important deadlines and updates.
8. Configure project automation to streamline project management tasks.

To save changes in Project Settings:

1. Make desired changes.
2. Click on the “Save” button.
3. Confirm changes in the pop-up window.

Here are some tips for using Project Settings in Smartsheet:

1. Regularly review and update project settings to ensure accuracy and alignment with project goals.
2. Utilize automation features to automate repetitive tasks and increase efficiency.
3. Be mindful of access and permission settings to maintain data security.
4. Take advantage of customization options to tailor the project management process to your specific needs.

5. Configure Project Automation

Project automation in Smartsheet allows users to streamline and optimize project management processes. Here are the steps to configure project automation:

1. Access Project Settings in Smartsheet following the steps mentioned earlier.
2. Select “Automation” from the menu.
3. Choose the specific automation action you want to configure, such as alerts, reminders, or automatic updates.
4. Specify the conditions and triggers for the automation, such as specific dates, changes in status, or assigned resources.
5. Define the actions to be taken when the specified conditions are met, such as sending an email notification, updating a field, or triggering a workflow.
6. Save the configured project automation settings.

By configuring project automation, users can save time, improve efficiency, and ensure timely communication and updates throughout the project lifecycle.

How Do You Save Changes in Project Settings?

Project settings play a crucial role in customizing your Smartsheet project to fit your specific needs. However, once you make changes to your settings, how do you ensure that they are saved? In this section, we will walk through the simple steps to save your changes in project settings. From making the desired changes, to clicking on the “Save” button, to confirming your changes in a pop-up window, we will cover it all. Let’s get started!

Step 1: Make Desired Changes

To make desired changes in the project settings of Smartsheet, follow these steps:

1. Open the project in Smartsheet.
2. Click on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.

In the project settings, you can:

• Update project information.
• Manage project access and permissions.
• Customize project fields and columns.
• Set up alerts and reminders.
• Configure project automation.

To save changes in project settings:

1. Make desired changes.
2. Click on the “Save” button.
3. Confirm changes in the pop-up window.

Tips for using project settings in Smartsheet:

• Regularly review and update project settings.
• Utilize automation to streamline project management.
• Be mindful of access and permission settings.
• Take advantage of customization options.

Step 2: Click on the “Save” Button

To save changes in Project Settings in Smartsheet, follow these steps:

1. Make the desired changes to the project settings.
2. Step 2: Click on the “Save” button.
3. Confirm the changes in the pop-up window.

By following these steps, you can ensure that any updates or modifications made in the Project Settings are saved and applied to your project. It is important to save changes to ensure that the updated settings are implemented and reflected in your project.

Step 3: Confirm Changes in the Pop-up Window

Confirming changes in the pop-up window is an essential step in updating project settings in Smartsheet. Here’s a list of steps to follow:

1. Make the desired changes in the project settings.
2. Click on the “Save” button to save the changes.
3. In the pop-up window, carefully review the changes you made. Ensure that they are accurate and in line with your project requirements. Once you have confirmed the changes, click on the appropriate button to finalize and apply the updated project settings.

In the pop-up window, carefully review the changes you made. Ensure that they are accurate and in line with your project requirements. Once you have confirmed the changes, click on the appropriate button to finalize and apply the updated project settings.

What Are Some Tips for Using Project Settings in Smartsheet?

In order to effectively manage projects in Smartsheet, it’s important to understand and utilize the various project settings available. These settings can greatly impact the functionality and organization of your project, so it’s essential to know how to access and use them to your advantage. In this section, we’ll discuss some useful tips for using project settings in Smartsheet, including the importance of regularly reviewing and updating settings, utilizing automation, being mindful of access and permission settings, and taking advantage of customization options.

1. Regularly Review and Update Project Settings

Regularly reviewing and updating project settings in Smartsheet is crucial for efficient project management. Here are the steps to follow:

1. Open the project in Smartsheet.
2. Click on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.

In project settings, you can:

• Update project information.
• Manage project access and permissions.
• Customize project fields and columns.
• Set up alerts and reminders.
• Configure project automation.

To save changes:

1. Make desired changes.
2. Click on the “Save” button.
3. Confirm changes in the pop-up window.

Tips for using project settings:

• Regularly review and update project settings.
• Utilize automation to streamline project management.
• Be mindful of access and permission settings.
• Take advantage of customization options.

2. Utilize Automation to Streamline Project Management

Using automation in Smartsheet can greatly streamline project management processes. Here are steps to take advantage of automation:

1. Identify tasks that are repetitive and can be automated, such as sending notifications or updating status.
2. Access the project settings by opening the project in Smartsheet and clicking on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.
4. Within project settings, navigate to the “Automation” section.
5. Click on the “Add Automation” button to create a new automation rule.
6. Configure the rule by specifying the trigger, such as when a certain condition is met.
7. Select the action to be taken automatically, such as sending an email or updating a field.
8. Save the automation rule and ensure it is enabled.
9. Regularly review and update automation rules as project needs evolve.

3. Be Mindful of Access and Permission Settings

When managing project settings in Smartsheet, it is crucial to be aware of access and permission settings in order to maintain data security and facilitate proper collaboration. Here are some steps to follow:

1. Review the current access and permission settings for your project.
2. Consider which team members require access and at what level (read-only, editing, etc.).
3. Regularly update access and permission settings as project needs change.
4. Communicate any changes to team members to avoid confusion.
5. Monitor access logs and user activity to identify any unauthorized access.

By being mindful of access and permission settings, you can ensure data integrity and encourage effective collaboration within your project in Smartsheet.

4. Take Advantage of Customization Options

Taking full advantage of the customization options available in Smartsheet’s Project Settings allows for tailoring project management to specific needs. To effectively utilize these options, follow these steps:

1. Open the desired project in Smartsheet.
2. Click on the “Settings” icon.
3. Select “Project Settings” from the drop-down menu.

In Project Settings, you have the ability to:

• Update project information.
• Manage project access and permissions.
• Customize project fields and columns.
• Set up alerts and reminders.
• Configure project automation.

To save any changes made:

1. Make the desired changes.
2. Click on the “Save” button.
3. Confirm the changes in the pop-up window.

Some helpful tips for using Project Settings include regularly reviewing and updating settings, utilizing automation, being mindful of access and permission settings, and taking advantage of customization options.