School Of Sheets Smartsheet Portfolio

School of Sheets
Smartsheet Portfolio

From vision to execution—see how we’ve transformed business operations with custom Smartsheet solutions.

Trusted by industry partners and best-in-class brands

See How We’ve Helped
Businesses Work Smarter

Our custom Smartsheet solutions have transformed how businesses plan, track, and execute their work. Each example highlights how we streamline operations and improve efficiency.

A good project dashboard organizes key project information in an easily digestible and actionable way to allow stakeholders to quickly understand performance, issues and take action.

Our dashboards offer a consistent organization structure that updates in real time, so that your team can spend more time solving problems and less time searching for information.

A good project dashboard offers the ability to obtain key information on a project’s status. It may also provide tools for selecting groups or individuals to modify project assets such as a schedule, budget, or task list.

Importantly, project dashboards provide a standardized structure for users, enabling them to quickly find the information they need when they need it.

Simplify and organize your project onboarding process with a customizable project intake Sheet. Whether you need a simple solution or a complex system, our intake Sheets can:

Capture key information with ease
Scale to fit your needs
Keep everything on track and organized

Did you know Smartsheet has 14 separate types of Automated Workflows?

We’ll leverage the appropriate automations to make your processes as efficient, consistent, and reliable as possible. We can automate email notifications and reminders, repetitive tasks, approvals, and more!

What Our Clients
Say About Us

Dan is exactly what you are looking for in a Smartsheet contractor. He was very articulate and asked insightful questions to better understand my project needs. He executed rapidly and made my feedback adjustments right away.
I will 10/10 work with Dan again when the need arises.

Dan Palenchar is at the top of the list of my "go to humans." He has represented every project with respectful attentiveness to the needs of each client, customized his approach, and delighted us all. I highly recommend Dan. He is both skillful and elegant in making a meaningful difference in the world.

Dan was very thorough in his evaluation of our needs and was an excellent communicator. He provided feedback throughout the process and was timely in his delivery. He made the Smartsheet process easy to understand and he did an excellent job of explaining how we could overcome certain potential hurdles.

My experience was awesome with Daniel. He was patient and incredibly knowledgeable.
He knew exactly what I needed and made excellent suggestions.

Highly recommend him and for sure will be using him again.

From his exquisite competency as a Smartsheet architect to his excellent project management and research skills, Dan is an all around "make it happen" resource. He is competent, curious, resourceful, amenable, an efficient communicator, and a class act.

Dan with School of Sheets is a extremely talented and knowledgeable consultant in the Smartsheet space. Great personality, responsive, very in tune with changes. I would highly recommend the School of Sheets team for any Smartsheet related developments.

Dan and his team could not have been more perfect for my project. They came to the table with professionalism, friendliness, efficiency, openness, and all the skills I had hoped for -- as well as a welcome dose of outside perspective and strategic thinking. Thanks Dan!

Achieve Your Goals
With Tailored Smartsheet Solutions

Your success is our priority. We create customized Smartsheet solutions designed to deliver immediate and long-term value by saving you time, streamlining your work, and helping your business thrive.

Frequently Asked
Questions

How does School of Sheets differ from working directly with Smartsheet or other consulting agencies?

We’re a small, dedicated Smartsheet team focused on your project. Unlike larger agencies or Smartsheet directly, we work with you, not just for you.

We offer a unique approach to Smartsheet development:

Focus on Service: Our primary focus is building solutions, not selling products.
Agile & Collaborative: We prioritize quick starts and continuous collaboration, adapting to your changing needs.
Dedicated Team: As a small team, we give your project the attention it deserves.

This means faster results and a solution tailored to you.

Learn more here.

What types of Functions & Tasks can Smartsheet perform?

Smartsheet is a versatile platform that can be used for a wide range of functions. Some of the Smartsheet’s key functions include:

Project Management: Creating project plans, tracking progress, managing deadlines, and collaborating with teams.
Task Management: Assigning tasks, setting priorities, monitoring completion, and managing dependencies.
Collaboration: Sharing files, communicating with team members, and working together in real time.
Workflow Automation: Automating repetitive tasks, streamlining processes, and triggering actions based on specific events.
Resource Management: Tracking resource availability, allocating resources to projects, and managing workloads.
Reporting & Analytics: Generating reports, visualizing data, and gaining insights into project performance.

Do you have experience with Control Center, DataMesh, Dynamic View, and other Smartsheet premium applications?

Yes, we have extensive experience with all Smartsheet premium applications. We can develop tailored solutions incorporating these tools or enhance your current Smartsheet environment.

We also offer expert guidance to help you determine if these premium applications are the right fit for your specific needs.

Can Smartsheet collect and display data from Customers & Vendors even if they do not have Smartsheet account?

Yes, Smartsheet provides several features for this purpose, including web forms for easy data collection, emailed forms (demonstrated in this video) for sharing and gathering information, and published items for distributing read-only content.

These options allow you to collaborate with external parties without requiring them to have a Smartsheet account.

There are additional options for users with account access, such as directly sharing them to assets or creating ancillary assets for their use.

Can Smartsheet send automatic emails or notifications?

Yes, Smartsheet’s automation features can keep your team informed and up-to-date. You can easily configure automatic email notifications to be sent when data changes, ensuring everyone stays in the loop.

These notifications can be customized to include relevant details and can even be interactive, allowing for quick approvals or feedback.

See some examples of Smartsheet automation in action on our YouTube channel, including videos on automated PDF generation and notifications with attachments.

Can I control who sees what information in my Smartsheet environment?

Yes, Smartsheet provides several tools for managing information access.

You can control user permissions at the sheet level, create reports that show specific data to different audiences, and leverage premium applications like Dynamic View and WorkApps for advanced security and data flow management.

The best approach depends on your specific needs and Smartsheet plan. We can help you find the right approach for your organization.

Can I connect Smartsheet with other applications like QuickBooks, Salesforce, HubSpot, or others?

Absolutely. Smartsheet supports thousands of integrations, enabling seamless connectivity with essential tools like GIS software, financial tracking systems, permitting platforms, and key business systems such as Salesforce, Jira, Microsoft Teams, and various CRM and ERP platforms.

Our team can develop custom integrations using APIs based on your specific needs, including the applications involved, the type of data you want to exchange, and the required format. These integrations help streamline operations, improve efficiency, and centralize data management.

Learn more here.

Does Smartsheet have forms for data entry? Can the fields shown later in the form vary based on what is selected initially?

Yes, Smartsheet provides web forms for data entry. You can control access to these forms, limiting them to internal users or making them public.

Smartsheet forms also support conditional logic, which means you can create dynamic forms where subsequent fields change based on earlier selections.

Explore examples of our solutions using Smartsheet forms here and here.