What is it?
Smartsheet is an SaaS platform designed to manage and automate collaborative work. It offers real time data tracking and simplified analyzation tools that enable workers to stay on top of current information and make important decisions when they need to.
Who is it for?
Smartsheet works well for remote teams, and teams with many agents performing work, gathering information, or working with clients in the field.
How does the Smartsheet app work with Way We Do?
Smartsheet spreadsheets and reports embed directly into Way We Do policies and procedures using the embed code provided by the Publish feature in Smartsheet. Once the form is embedded, Way We Do users are able to view and interact with the information without ever leaving their Way We Do account.
How do I set it up?
To add a Smartsheet form to Way We Do:
- Open a Smartsheet account and create a spreadsheet or report.
- Click the Publish button at the bottom of the page, choose your privacy options, and copy the embed code.
- Paste the embed code into any policy or procedure in Way We Do.
Are there costs involved?
Smartsheet offers three pricing levels, and an option to customize a plan specifically for your business.
Is support provided?
Smartsheet offers support through Help Articles, Training Tutorials, Community Forums, and a ticketing system.