5 Powerful Use Cases Most Teams Overlook — And How to Unlock Them with Smartsheet

Smartsheet is more than just a spreadsheet with attractive views. It's a complete work automation platform. When used correctly, it can replace dozens of tools and save hundreds of hours of work.

However, many teams only scratch the surface of what Smartsheet can do.

At AgilizeIQ, we assist companies in going beyond the basics. We help them build Smartsheet systems that automate, track, and scale operations — without needing extra headcount or clunky tools.

Tap Into the Full Potential of Smartsheet

Here are five underutilized Smartsheet features that can significantly transform your workflows:

1. 🧠 Automated Workflows

Automated workflows allow you to set up alerts, approvals, assignments, and status updates based on changes in your sheet. This all happens with no code required.

Common use case: Automatically email subcontractors when their status changes to “Approved to Start.” This saves time and ensures everyone stays informed.

2. 🏗️ Master Dashboards

Dashboards are not just for displaying metrics; they are powerful command centers. Use them to gain insights into your project's health.

Common use case: A portfolio-level dashboard can show live project statuses, overdue tasks, and financials — all in one place. This simplifies monitoring and decision-making.

3. 🔁 Row Reports for Cross-Project Views

Create smart reports that consolidate rows from multiple sheets into a single view. You can filter these rows by team, status, region, and more.

Common use case: View all “In Progress” work orders across 100+ jobs in one clean table. This helps in understanding the overall workload and managing resources effectively.

4. 📎 Form Submissions + Attachments

Smartsheet forms allow you to collect data, files, and photos directly into the appropriate rows. This streamlines data entry and documentation.

Common use case: Field teams can upload site photos directly to the job row — eliminating the need for emails and reducing follow-ups.

5. 🔌 Integrations (The Game-Changer)

Smartsheet’s capability to integrate with other tools like QuickBooks, Slack, Google Sheets, Toggl, and NetSuite is a game changer. Even if Smartsheet doesn't offer an integration natively, there are ways to connect.

Common use case: Sync QuickBooks invoices into Smartsheet daily to track payment status at a glance. This greatly improves visibility and cash flow management.

Strategies to Maximize Smartsheet Usage

Many businesses barely tap into what Smartsheet can do. They miss out on features that can significantly improve efficiency.

At AgilizeIQ, we build customized systems designed to leverage the full potential of Smartsheet. Our services include:

• Smartsheet automation systems

• Custom integrations tailored to your needs

• Scalable dashboards and project templates

• Full-service implementation and consulting

  
  

The Importance of Continuous Improvement

It's crucial to remember that just using Smartsheet isn't enough. To truly benefit from the platform, you need to maximize its various features. Regularly evaluate your workflows and identify areas for improvement.

Implement feedback from your team to adapt your processes. By empowering your employees to share their experiences, you can refine the system to better meet the team's needs.

Embrace a Culture of Innovation

Creating a culture that encourages innovation is essential. Encourage team members to experiment with different Smartsheet features. Set aside time for training and exploration.

This approach will not only enhance individual skills but will also foster a collaborative environment. As a result, the entire organization will benefit from more efficient workflows.

👋 Ready to get more out of Smartsheet?

📩 Let’s talk: www.AgilizeIQ.com