Page 7 - Customize-Project-Plan-by-tailoring-Smartsheet
P. 7
Customize your Project Plan
by tailoring Smartsheet
42. EXPORT / IMPORT ........................................................................................................................... 118
42.1. EXPORT / IMPORT ................................................................................................................................... 118
43. BASELINE (= FREEZE PLAN) .............................................................................................................. 120
43.1. BASELINE (= FREEZE PLAN) ....................................................................................................................... 120
44. TRACKING ACTIVITIES ..................................................................................................................... 122
44.1. TRACKING ACTIVITIES .............................................................................................................................. 122
44.1.1. SHOW CELL HISTORY ........................................................................................................................... 122
44.1.2. SHOW, WHO'S AT A SHEET TOO? ........................................................................................................... 123
44.1.3. ACTIVITY LOG (CONCERNING SHEET) ...................................................................................................... 124
44.1.4. HIGHLIGHT CHANGES .......................................................................................................................... 125
45. ATTACHMENTS (DOCX, PICTURES, E-MAILS …) ................................................................................ 126
45.1. ATTACHMENTS (DOCX, PICTURES, E-MAILS …) .............................................................................................. 126
46. SHARING ... ...................................................................................................................................... 127
46.1. SHARING ............................................................................................................................................... 127
47. CONVERSATIONS, COMMENTS, NOTIFY OTHERS BY @ ................................................................... 130
47.1. CONVERSATIONS, COMMENTS, NOTIFY OTHERS BY @ .................................................................................... 130
48. FILTERS ........................................................................................................................................... 131
48.1. FILTERS ................................................................................................................................................. 131
48.1.1. QUICK FILTER .................................................................................................................................... 131
48.1.2. PERMANENT FILTER ............................................................................................................................ 133
49. SEARCH ........................................................................................................................................... 134
49.1. SEARCH ................................................................................................................................................ 134
50. FREEZE COLUMNS ............................................................................................................................ 135
50.1. FREEZE COLUMNS ................................................................................................................................... 135
51. PROOFING ...................................................................................................................................... 136
51.1. PROOFING ............................................................................................................................................. 136
52. FORM / INPUT MASK ...................................................................................................................... 139
52.1. FORM / INPUT MASK .............................................................................................................................. 139
53. ARCHITEKTUR ................................................................................................................................. 142
54. AUTOMATION BY WORKFLOWS ..................................................................................................... 143
54.1. AUTOMATION BY WORKFLOWS; E-MAIL WHEN DUE DATE PASSED .................................................................... 143
55. EXTERNAL COLLABORATORS ........................................................................................................... 146
55.1. SHARE JUST CERTAIN ROWS WITH EXTERNAL COLLABORATORS ......................................................................... 146
56. ROLL-UP SHEET ............................................................................................................................... 148
56.1. ROLL-UP SHEET ...................................................................................................................................... 148
© Hans Porzel, 10/2025 | CAPM® (PMI), PSM I® (Scrum.org), Smartsheet Prod. Cert® 2020 Page 7 / 209 pages

