Managing Work

No matter what your work day looks like — whether in marketing operations, construction management, or human resources — we’ve got collections of actionable tips, guides, and templates to help improve the way you work.

Resource collections

Managing Work

FEATURED COLLECTION

Project management

project management Smartsheet user interface

Ready to manage your projects more efficiently? We’ve compiled our top project management resources, including articles, e-books, videos, demos, case studies, and free template sets, along with our comprehensive project management guide.

Featured content

Operations management

The Ultimate Guide to Order Management

Learn from industry pros about the importance of using order management systems (OMS) as part of your ... Find free order process templates, and discover the technology trends impacting the ...

Jul 26, 2022 30 min read

Strategy

Change management

From Excel to Google Sheets: Get onto Your Cloud

May 19, 2021

Business process management

Demo: Workflow automation with Smartsheet

Discover how workflow automation in Smartsheet will help you to streamline your end-to-end workflows, eliminate repetitive tasks, and maintain visibility into the work getting done.
Modern work

Project portfolio management

Smartsheet for Project and Portfolio Management Demo

Discover how Smartsheet PPM can help you scale your efforts and be more successful.
Built for enterprise

Team & people management

Smartsheet for Human Resources

Demo: How Smartsheet Can Streamline Your Work Watch the demo and see how you can: Manage your team's work, projects, and tasks Quickly build a specific solution for your business
Leadership

Operations management

Sales Pipeline Management

Demo: How Smartsheet Can Streamline Your Work Watch the demo and see how you can: Manage your team's work, projects, and tasks Quickly build a specific solution for your business
Collaboration

Marketing management

Demo: Learn how Smartsheet can help you elevate the impact of your Marketing efforts

Watch the demo to learn how Smartsheet helps marketers deliver campaigns, manage resources, collaborate across teams, improve visibility, and accelerate content review and approval.
Modern work

Project management

Project Tracking and Rollup Template

Demo: How Smartsheet Can Streamline Your Work Watch the demo and see how you can: Manage your team's work, projects, and tasks Quickly build a specific solution for your business
Leadership

Budget & accounting

A Deep Dive into PCI Compliance

Don’t find your organization in the headlines when the next big data breach takes place. Learn all about complying with PCI DSS, including how to outsmart nefarious hackers, protect ...

Sep 17, 2021

Security

IT management

Everything You Need to Know about Information Security Management Systems

Cybercrime is on the rise, and the cost of security breaches continues to climb. Learn how information security management systems can help protect your most important assets with this ...

Sep 16, 2021 11 min read

Security

Operations management

The Largest Roundup of Healthcare Quality Improvement Examples and Projects

Learn about specific examples of real-world quality improvement projects in healthcare, organized by topic area. You’ll find useful details on each project.

Nov 13, 2023 14 min read

UX design

Team & people management

Everything You Need to Know about the People, Process, Technology Framework

Learn when and how to use the PPT framework for efficient and effective organizational change.

Jul 19, 2021

Strategy

Team & people management

Everything You Need to Know about Successful Offboarding

When employees move on to a new gig or are terminated, you can implement a process to improve company ... Learn what the experts know about the offboarding process and its benefits, and dow

Aug 12, 2023 12 min read

Strategy

IT management

iPaaS: What It Does, Why You Need It, and How to Pick the Right Platform

Get your data connected with less stress.

Jun 11, 2021 20 min read

Built for enterprise

Operations management

Quality Improvement in Nursing 101: Strategies, Examples, and Tools

Everything you need to know about quality improvement in nursing, including important roles that nurses play and tips from experts.

Feb 11, 2024 12 min read

Strategy

Marketing management

Automated Email Workflows: Examples, Best Practices, and Templates

Here’s what you need to know to get started with automated email marketing workflows, as well as 22 of the top examples.

Jun 11, 2021 28 min read

Strategy

Change management

How to Convert Google Sheets Files to Excel

Learn how to export Google Sheets documents so you can open them in Excel, and how to prepare your business for a switch to Excel.

Apr 8, 2021

Strategic planning

Comparison video: Smartsheet vs. Asana

See how these two tools really stack up across five factors, including: ability to scale, flexibility, collaborations, visibility, and enterprise-grade.
Collaboration

Construction management

Demo: Smartsheet for Construction

See how Smartsheet will help you scale your processes and reduce redundant work, identify and mitigate safety issues quickly, and better allocate resources.
Collaboration

Agile project management

Demo: Smartsheet for Agile Project Management

Discover how Smartsheet can help you streamline the project intake process, provide visibility into status, and make more confident resource decisions.
Modern work

IT management

Demo: Smartsheet for IT

See how Smartsheet for IT can help streamline the IT request intake and delivery process and provide real-time visibility into status across your operations.
Future of work

Operations management

Smartsheet for Federal Government Agencies

Watch this demo to see how Smartsheet empowers project managers to be more effective.
Built for enterprise

Strategic planning

Comparison video: Smartsheet vs. Microsoft Excel

See how these two tools compare across five factors, including: work management, collaboration, visibility, accessibility, and integrations.
Collaboration

Featured content

Free templates to get you started

Whether you’ve been tasked with creating a project plan with a Gantt chart or an interactive marketing calendar, we’ve got hundreds of pre-built templates to get you going quickly.

Browse template gallery