How to go from Retable beginner to Retable advanced user in 5 easy steps?

Retable
3 min readApr 8, 2021

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Once you start using the Retable spreadsheet solution, you’ll soon find things in the workplace are far more organised, and easier to locate and share. But in the modern workplace, we’re always looking for more ways to increase efficiency and make the best use of everybody’s time. So, if you’ve been getting to grips with Retable but want to learn how to move from beginner to advanced user, follow these 5 simple tips:

1. Use different types of column formats for different kinds of data/input

One of the most difficult things about traditional spreadsheet formats is that everything looks the same. That’s why so many users turned to color-coding their data. With Retable, that same principle of using different visuals for different types of data can be applied. There is no need to manually make changes to your spreadsheet every time you complete a task. You just set it up using the right column format and allow the system to do the donkey work for you. Simple!

2. Use filters to help get relevant information in a sheet easily

At different times you want different sets of data. Retable allows you to filter your results so that only the data you need is shown. You can even put it in the order that makes it easiest to interpret or display. With Retable, you’ll spend less of your time looking for and collating data and more time analysing and working on it.

3. Use project chat to track conversation history from a single place and add comments

Often, the journey towards a goal is as important as the end result. This is particularly true when analysing a project to learn from it. By making full use of the chat facility, you can keep on top of your project, add comments when necessary, and easily review activity at any stage. Use it to spot where things could be improved or to acknowledge and recognise a good piece of work to help keep staff motivated.

4. Share your table easily using the share function

Collaborative working is all about sharing and bouncing off one another. So share your table to keep people involved. The share function has been designed to allow you to do so quickly and easily. It’s a great tool for keeping everyone up to date and allowing for real-time two-way feedback for added efficiency. Creating a share link for the entire table will let anyone with the link see the entire table. Also, table owners may want to share a specific view instead by choosing specific filters and columns from the table.

5. Keep teams and stakeholders updated with snapshots

One of the best ways of keeping all parties interested and on task is to provide snapshots that show that this project is important to you. Sharing snapshots demonstrates to your team that what they are doing is a priority for you, and shows clients that you are making progress. It’s a win-win.

Retable has been designed to give you all the tools you need to manage multiple projects across multiple teams in the simplest way possible. It’s user-friendly and can be used to manage, motivate and measure performance. Make sure you’re getting the most out of it.

Originally published at http://blog.retable.io on April 8, 2021.

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Retable

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