PART 1 - How to create a Smartsheet project template solution diagram. This video will teach you how to document and create an easy to use visual of the different sheets, forms, reports, dashboards, and automations in your Smartsheet solution.

We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view.

Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide.

The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated.

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