Smartsheets

If your team organizes review requests through Smartsheets, you can link Reports or Sheets to appear in Protege AI's dashboard for task management.

1. Access the Dashboard: Log in to your Protege account via the dashboard at app.tryprotege.com.

2. Navigate to Settings: Once logged in, navigate to the "Settings" section of the dashboard. This is located at the bottom of the navigation sidebar.

3. Link Smartsheets: Within the Settings section, select the option "Task Managers." On that page, click on set up new integration option to begin the process.

1. Authorize Access: You will be redirected to the Smartsheets sign-in page. Enter your Smartsheets account credentials and authorize Protege AI to access your Sheets and Reports.

1. Select a Report or Sheet: Once authorized, you will be prompted to select the specific Smartsheet file that you want to link to Protege AI. Selecting "Sheets" shows all Smartsheet Sheets you have access to and switching to "Reports" shows all Smartsheet Reports you have access to.

1. Verify Field Mapping: When a Sheet or Report is selected, Protege AI will read through all the columns in the file to map over. You can change the fields used by selecting the dropdowns under the Smartsheets column.

1. Confirmation: After selecting the project board, you will receive confirmation that Smartsheets has been successfully linked to your Protege AI account.

2. Start Reviewing: With Smaartsheets linked, you can now preview your tasks and files to review in Protege AI for efficient task management.

Note:

• If the user who linked the Sheet or Report leaves the company or no longer has access, the task manager will need to be relinked.

• If you encounter any issues during the installation process or require assistance, please reach out to our support team at [email protected]. We're here to help ensure a smooth installation and seamless integration with your workflow.