How To Create Percentage Complete Column In Grid In Smartsheet

Are you tired of constantly updating your project’s progress in a confusing and cluttered grid? Look no further, as this article will show you how to easily create a percentage complete column in Smartsheet. Save time and stay organized with this simple solution.

What Is Smartsheet?

Smartsheet is a cloud-based project management tool that facilitates effective collaboration and organization within teams. It serves as a centralized platform for creating and managing tasks, monitoring progress, and sharing information.

Through customizable grids, users can efficiently organize data and track project timelines. The platform also offers automated workflows, task dependencies, and real-time updates, all of which contribute to streamlining processes and increasing productivity for teams.

In summary, Smartsheet is a versatile tool that promotes organization, efficient communication, and successful project completion.

What Are the Benefits of Using Smartsheet?

Using Smartsheet offers numerous benefits that greatly improve project management efficiency and collaboration.

  • Centralized platform: Smartsheet provides a centralized location for teams to collaborate, ensuring that everyone has access to the latest information and updates.
  • Real-time visibility: With Smartsheet, teams can track progress and updates in real-time, promoting better transparency and accountability.
  • Automation: Smartsheet’s automation features help streamline repetitive tasks, saving time and reducing manual errors.
  • Customization: The platform allows users to customize workflows, templates, and reports to fit their specific needs and project requirements.
  • Integration: Smartsheet integrates with other popular tools like Google Workspace and Microsoft Office, enabling seamless data sharing and collaboration.

A marketing team was able to streamline their campaign planning and execution using Smartsheet. By utilizing the platform’s features, they were able to increase efficiency, improve communication, and ultimately achieve their campaign goals ahead of schedule.

How to Create a Grid in Smartsheet?

One of the key features of Smartsheet is the ability to create customizable grids to organize and track your data. In this section, we will walk through the process of creating a grid in Smartsheet, step by step. From creating a new sheet to adding columns, we will cover all the necessary steps to get you started on building your own personalized grid in Smartsheet. So let’s dive in and learn how to create a grid in Smartsheet!

1. Creating a New Sheet

To create a new sheet in Smartsheet, follow these steps:

  1. Log in to your Smartsheet account.
  2. Click on the “+” button at the top left corner to create a new item.
  3. Select “Sheet” from the dropdown menu.
  4. Choose a template or start with a blank sheet.
  5. Enter a name for your sheet and click “Create”.

By following these steps, you can easily initiate the process of creating a new sheet in Smartsheet to fulfill your project or task management needs.

2. Adding Columns to the Grid

When using Smartsheet, the process of adding columns to the grid is essential for organizing and customizing your data. Follow these steps to add columns:

  1. Click on the “+” icon located on the right side of the grid.
  2. Select “Add Column” from the dropdown menu.
  3. Choose the type of column you want to add, such as text, date, or a dropdown list.
  4. Enter a name for the column in the “Column Name” field.
  5. Click “Add Column” to create the new column.

By adding columns, you can effectively categorize and structure your data in Smartsheet.

What Is the Percentage Complete Column?

The percentage complete column in Smartsheet is a valuable feature that enables you to monitor and visualize the advancement of tasks or projects. It offers a convenient overview of the amount of work that has been finished and the remaining work. This column is particularly beneficial when handling extensive or intricate projects, as it aids in maintaining organization and focus on achieving your objectives. By utilizing the percentage complete column, you can effectively communicate the progress of your project to team members and stakeholders, ensuring everyone is well-informed.

How to Add the Percentage Complete Column to the Grid?

The Percentage Complete column is a useful tool in Smartsheet for tracking progress on a project or task. In this section, we will discuss how to add this column to your grid view. First, we will cover how to enable the Percentage Complete column in your account settings. Then, we will go over the steps for setting up the column and customizing it to fit your specific needs. With this simple addition to your grid, you can easily keep track of the progress of your project and make adjustments as needed.

1. Enabling the Percentage Complete Column

To enable the percentage complete column in Smartsheet, follow these steps:

  1. Open the sheet where you want to enable the Percentage Complete column.
  2. Click on the “+” button next to the existing columns.
  3. Select “Symbol” from the dropdown menu.
  4. Choose the “Percentage Complete” symbol.
  5. Click on the newly added column header to rename it if desired.
  6. Start using the Percentage Complete column by entering percentage values for each task or milestone.

Enabling the Percentage Complete column allows you to effectively track progress and milestones in your projects.

2. Setting Up the Percentage Complete Column

To set up the Percentage Complete Column in Smartsheet, follow these steps:

  1. Enable the Percentage Complete Column by clicking on the “+” button on the right side of the grid.
  2. From the dropdown menu, select “Percentage Complete” as the column type.
  3. Customize the column by setting its format and appearance, such as choosing a range from 0% to 100% and a visual representation.

Fun Fact: By using the Percentage Complete Column in Smartsheet, you can easily track progress and milestones in your projects, visually showing how close you are to completion.

How to Use the Percentage Complete Column in Smartsheet?

In the world of project management, tracking progress and setting milestones are crucial for success. With the percentage complete column in Smartsheet, you can easily monitor your project’s progress and set attainable goals. In this section, we will dive into how to effectively use this column to track progress and set milestones in your projects. From understanding the basics to utilizing advanced features, we’ll cover everything you need to know to make the most out of the percentage complete column in Smartsheet.

1. Tracking Progress

Tracking progress is crucial for effective project management in Smartsheet. Here are the steps to track progress using the Percentage Complete column:

  1. Create a project sheet in Smartsheet.
  2. Enable the Percentage Complete column by clicking on the “+” button next to the column headers.
  3. Set up the Percentage Complete column by selecting the “Percentage” option.

Once the Percentage Complete column is set up, you can use it in the following ways:

  1. Track progress by updating the percentage as tasks are completed.
  2. Set milestones by marking specific percentages to indicate key project milestones.

When using the Percentage Complete column, it is important to follow these best practices:

  1. Regularly update the column to reflect accurate progress.
  2. Communicate with team members to ensure everyone is on the same page.
  3. Utilize the column as a key metric for tracking overall progress in effective project management.

Alternatively, you can also track progress using other columns such as the Checkbox, Dropdown List, or Numeric columns depending on your project needs.

2. Setting Milestones

Setting milestones in Smartsheet is crucial for tracking progress and ensuring project success. Here are the steps to set milestones in Smartsheet:

  1. Create a new sheet in Smartsheet for your project.
  2. Add a column to the grid specifically for milestones.
  3. Label the column as “Milestones” or any other relevant name.
  4. In each row, identify the key milestones or significant events.
  5. Assign a specific date or deadline to each milestone.
  6. Optionally, add additional details or notes to provide context for each milestone.
  7. Use conditional formatting to highlight milestones or add visual cues.
  8. Regularly update the milestone column to reflect progress or completion.
  9. Communicate with team members about setting milestones and their importance.
  10. Utilize the milestone column for project management and decision-making.

What Are the Best Practices for Using the Percentage Complete Column?

The percentage complete column in Smartsheet is a powerful tool for tracking progress and managing projects. However, to get the most out of this column, it is important to follow some best practices. In this section, we will discuss the top practices for using the percentage complete column, including regularly updating the column, communicating with team members, and utilizing the column for effective project management. By implementing these practices, you can maximize the effectiveness of the percentage complete column in your Smartsheet grids.

1. Regularly Updating the Column

To ensure accurate tracking of progress and keep team members informed, it is important to regularly update the column in Smartsheet. Follow these steps to do so:

  1. Access your Smartsheet account and open the desired sheet.
  2. Locate the column that requires regular updates.
  3. Click on the cell in the column for the specific task or project.
  4. Enter the new information to update the progress or status of the task.
  5. Save the changes made to the cell.
  6. Repeat these steps for each task or project that needs updating.

Regularly updating the column promotes effective project management and facilitates communication within the team. Remember to promptly communicate any changes or updates with team members. By regularly updating the column, you can effectively monitor and manage the progress of tasks and projects in Smartsheet.

2. Communicating with Team Members

Effective communication with team members is essential for successful project management in Smartsheet. To enhance communication within the platform, follow these steps:

  1. Utilize the Comments feature: Use the comments section to ask questions, provide updates, or share important information about specific tasks or rows.
  2. Set up Notifications: Enable email notifications to ensure that team members receive updates and stay informed about any changes or additions to the sheet.
  3. Use @mentions: When mentioning a team member using the @ symbol, they will receive a notification, directing their attention to a specific comment or task.
  4. Provide clear instructions: Clearly communicate expectations and instructions within the sheet to avoid misinterpretations and ensure everyone is on the same page.
  5. Use the Messaging feature: Take advantage of Smartsheet’s messaging feature to have direct conversations with team members, facilitating quick and efficient communication.

3. Using the Column for Project Management

Using the Percentage Complete column in Smartsheet can greatly enhance project management. Here are some steps to effectively utilize this column:

  1. Track Progress: Update the Percentage Complete column regularly to monitor the progress of tasks and projects.
  2. Set Milestones: Use the Percentage Complete column to set and track milestones, ensuring timely completion of important project stages.

To optimize the use of the Percentage Complete column for project management, consider the following best practices:

  1. Regularly updating the column ensures accurate progress tracking.
  2. Communicating with team members about the Percentage Complete column fosters collaboration and keeps everyone informed.
  3. Utilize the column for project management by integrating it with other Smartsheet features like Gantt charts and dependencies.

While the Percentage Complete column is effective, alternatives like the Checkbox, Dropdown List, or Numeric columns can be used based on specific project requirements. Experimenting with different column types can help identify the most suitable option for managing your project.

What Are the Alternatives to the Percentage Complete Column?

In Smartsheet, the Percentage Complete column is a useful tool for tracking progress on tasks and projects. However, there are other options available for visualizing completion status in your grid. In this section, we will discuss the alternatives to the Percentage Complete column and how they can be used to effectively track and display progress. We will explore the use of a Checkbox column, a Dropdown List column, and a Numeric column, and the benefits and drawbacks of each option.

1. Using a Checkbox Column

Using a checkbox column in Smartsheet can help track progress and completion of tasks. Here are the steps to effectively use a checkbox column:

  1. Create a new column in your Smartsheet grid.
  2. Change the column type to “Checkbox” by selecting the checkbox icon.
  3. Label the column with a descriptive title, such as “Task Complete”.
  4. For each task, check the box to indicate completion.
  5. To track progress, use filters or conditional formatting to highlight completed tasks.
  6. Consider using formulas or dependencies to automate updates based on the status of the checkbox.
  7. Collaborate with team members by sharing the sheet and enabling them to check off their assigned tasks.

2. Using a Dropdown List Column

To utilize a dropdown list column in Smartsheet, follow these steps:

  1. Open your Smartsheet and navigate to the desired sheet.
  2. Click on the “+” icon to add a new column.
  3. Select the “Dropdown List” option from the column type menu.
  4. Define the options for the dropdown list by entering them in the “List Values” box, separating each option with a comma.
  5. Save the column.
  6. Now, you can select an option from the dropdown list for each cell in the column.
  7. This feature is useful for categorizing or classifying tasks, assigning priority levels, or assigning specific attributes to tasks.

3. Using a Numeric Column

Using a numeric column in Smartsheet provides flexibility in tracking progress and customizing data entry. Follow these steps to utilize a numeric column in your sheet:

  1. Open the Smartsheet grid and select a cell in the desired column.
  2. Click on the “Column Properties” icon and choose “Number” as the column type.
  3. Set the formatting options, such as decimal places or currency symbols, if necessary.
  4. Enter numeric values directly into the cells or use formulas to calculate values based on other columns.
  5. Utilize the numeric column for various purposes, such as tracking budgets, calculating totals, or measuring quantities.

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