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How to Use Smartsheet to Make Meetings MORE Productive

Updated: Nov 15, 2022

In the video below, you will learn how to use Smartsheet for your businesses projects and tasks. Smartsheet allows you to have everything in one place. You can assign tasks to many people in your business and you can see all the tasks that need to be done. The person will also be notified and they can view the files. You can mark certain tasks more important or urgent, so they get done sooner! The layout is so easy to understand and also the main menu is easy to navigate, so even if you are not tech savvy, you can still understand this software well.

We will show you how we use a CRAID log sheet in Smartsheet to keep track of all of the Changes, Risks, Actions, Issues, Decisions. We then use a combination of filters, conditional formatting, reports, forms, automations, and dashboards to make sure that users are always able to see the most important open items, who owns them, and when they are due.

We have implemented CRAID logs in many different tools (Smartsheet,, Planner, Trello, Asana, Excel, Teams, etc) - The important part is to focus meetings on actions and ownership or documenting decisions that either are made during the meeting or need to be made in order to move forward. Risk and Issues that are identified need owners and mitigation strategies.

If you would like help implementing CRAID and other business process improvements in Smartsheet or other Work Management tools, please reach out. We love helping teams GROW MORE and Struggle LESS! We offer hourly, flat fee and retainer options for project management and business process automation support. Contact us to learn more!


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