正确地建立我的业务
我有一家家居建筑公司，我不清楚如何最好地利用工作空间、工作表和文件夹。有人能帮忙吗，还是我需要雇一个IT人员
评论
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蒂姆·麦卡锡 ✭✭✭✭✭
丹,
有很多介绍和其他培训视频，录制的网络研讨会等，你会发现非常有帮助。对于其他具体问题，这个社区很棒!
祝你好运——
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JamesR ✭✭✭✭✭✭丹,
想:
- 工作空间是一个文件柜——如果你有文件柜的钥匙，你可以在里面做任何事情。
- 工作区中的文件夹是一个Draw，它只用于将你的文件组织成合理的块
- 工作表就是文件——如果你只与一个工作表共享，你将只能在工作表列表中看到这个工作表，并且只能访问和处理这个工作表，而不能处理工作区的其他任何东西。
- 工作区之外的文件夹是个人文件夹，如果您在工作表区域创建一个文件夹并将一些工作表移动到其中，其他用户将不会看到它们在文件夹中分组在一起，因为文件夹没有共享功能。
- 工作区中的文件夹对与工作区共享的人员可见，但对仅与工作表共享的人员不可见。
詹姆斯
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J.克雷格·威廉姆斯 ✭✭✭✭✭✭丹,
蒂姆和詹姆斯的回答很到位。
在我看来，为了最佳使用，您应该看看您的组织已经在做什么。虽然Smartsheet最初的学习曲线并不陡峭，但它确实存在。
看完模板和视频后，可能会有一个看起来很“自然”的想法。那可能是最好的了。或者接近最好的。
如果有其他相关方(人力资源主管的需求可能与运营主管不同)，你可能想让他们参与进来。有时一刀切，有时则不然。
我有几个客户，并在一家使用Smartsheet的公司工作。每一个系统都有细微或巨大的不同。视情况而定。
一开始不要让系统过于复杂。保持简单。当你知道什么可行，什么不可行时，会有成长的烦恼。记录结构上的主要决定，特别是如果您使用命名约定(所有计划必须命名为“Schedule_PROJECT_STARTDATE”)。
在我之前的公司，我们实现了一个系统，它可以为3个优秀的PM工作，但在推广到其他10个PM时却很难。了解你的听众。
如果你需要更多的帮助(除了社区里的具体问题)，Richard Rymill在Smarter Business Processes提供1小时的免费咨询。
詹姆斯和我有时和他一起工作。这里也有其他的顾问。
克雷格
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Richard Rymill，收缩压 ✭✭✭✭✭✭Craig说得好，在James Viki和我自己之间，我相信我们拥有一系列出色的Smartsheet咨询和指导技能，这些技能到目前为止已经经过了很好的测试，但总是欢迎Smartsheet社区成员提出更多挑战。
我们确实在所有时区提供一小时的免费初始在线咨询。
我还想说，这是一个很棒的社区服务，特拉维斯做得很好。
RichardR
SmarterBiz
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丹·莫兰 ✭
谢谢大家的精彩输入。我要把我的公司手册拿出来，看看它是否适合smartsheet。理查德，我可能会联系你寻求帮助
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你好,丹。去年我一直在使用SmartSheet，我很乐意和你聊聊，给你一些建议。我即将完成SmartSheet用户认证，这是我推荐的。托尼
类别
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OMG, I didn't click on the widget box, now I see the edit option. Thanks so much, this is going to be a game changer for me!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106590,"type":"question","name":"Helper checkbox not working on reference sheet","excerpt":"I have multiple line items for a order in one sheet(Request Sheet) and in another sheet (Order sheet) where I have clubbed all the items in single row, based on the order ID from request sheet to order sheet I want to check the Quantity checkbox and update in the Order sheet, I tried index match formula but its not working…","categoryID":322,"dateInserted":"2023-06-19T11:07:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T16:56:49+00:00","insertUserID":153826,"insertUser":{"userID":153826,"name":"Domnic Victor","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Domnic%20Victor","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T15:46:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":144360,"lastUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3374368455,"url":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106590,"commentID":381185,"name":"Re: Helper checkbox not working on reference sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381185#Comment_381185","dateInserted":"2023-06-19T16:56:49+00:00","insertUserID":144360,"insertUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/TUXJPHZT569J\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T16:01:16+00:00","dateAnswered":"2023-06-19T13:27:24+00:00","acceptedAnswers":[{"commentID":381141,"body":"
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