Smartsheet functions

If you use Smartsheet to manage projects, processes or internal demands, this content is essential for you. We've prepared a practical guide with the 5 most used functions in Smartsheet, based on our experience in consulting, training and implementation for dozens of companies in Brazil and abroad.

Whether you're a beginner or an advanced user, understanding these functions will help you automate tasks, gain efficiency and transform your operation.

Who we are

We are TaskIT, a consultancy specializing in Smartsheet, with a focus on:

• Customized Implementation and Configuration
  We adapt Smartsheet to your company's reality and processes.
• Practical and Advanced Training
  We train teams to get the most out of the tool.
• Development of Solutions and Integrations
  We create automations, dashboards, reports and integrations with other platforms.

If you want to optimize your processes and increase productivity, you can count on TaskIT.

Smartsheet Functions - The 5 Most Important

Find out how to use the functions that most help our customers succeed in Smartsheet.

1. IF + AND - Create Smart Conditions

The IF function allows you to create conditional rules within your spreadsheet. When combined with the AND function, you can validate multiple criteria at the same time.

Practical example:
We have created a column that automatically identifies whether a request is overdue.
If the percentage completed is less than 100% and the current date is greater than the estimated completion date, then the cell returns "Overdue".

Result:
You automatically flag critical demands without relying on manual updates.

2. COUNTIF - Count Data with Intelligent Filters

The COUNTIF function counts how many cells meet a specific criterion.

Practical example:
Do you want to know how many requests were made by the HR Department?
Just use the COUNTIF function in the Department column with the HR criterion.

Result:
You generate indicators such as the number of demands per department, status or any other criterion.

3. SUMIF - Add Values Conditionally

The SUMIF function allows you to add values within a range, taking into account a specific filter or criterion.

Practical example:
Do you want to know the total value of quotes requested by the sales department?
Apply the SUMIF function by filtering the Department column with Sales and adding up the values in the Quote column.

Result:
Fast and accurate financial information directly from your spreadsheet.

4. INDEX - Search for specific information

The INDEX function returns a value within a data range, based on the position of the row and column you enter.

What is it for:
It is essential for cross-referencing information between different spreadsheets, building dynamic dashboards or creating search and reference systems within Smartsheet.

5. JOIN + COLLECT - Combine Data in an Advanced Way

Although not covered directly in the video, one of the functions that complements these operations is the combination of JOIN + COLLECT.

Example of use:
Automatically list all those responsible for tasks in a given project, separated by commas, without the need to fill them in manually.

Result:
Create reports and dynamic fields that consolidate information in a clean and organized way.

Materials Available to You

Want to practice? We have it available:

• The template spreadsheet used in the example.
• The template with all the formulas applied.
• The complete step-by-step PDF presentation.

Access to retrieve your files: mkt.taskit.com.br/planilha-yt-5form

Contact TaskIT

If your company wants to:

• Implementing Smartsheet the right way
• Automate processes and gain productivity
• Train teams to master the tool
• Building dashboards, reports and integrations

Talk to a TaskIT consultant now.

Conclusion

Mastering these 5 functions is the first step towards turning your use of Smartsheet into a real productivity machine. And if you want to go further, our team is ready to help you.