Course Outline
Introduction to Smartsheets
- Overview of Smartsheets: What it is and its key benefits
- Understanding the interface: Menu, toolbar, sheets, and templates
- Navigating Smartsheets and basic sheet creation
- Overview of Smartsheets' collaboration tools
Creating and Managing Sheets
- Creating a new sheet from scratch or using templates
- Adding and customizing columns
- Using rows and cells: Adding, editing, and formatting data
- Managing tasks: Assigning tasks, tracking status, and setting priorities
- Working with filters and conditional formatting for better data visualization
Advanced Features
- Automating workflows: Setting up reminders, approvals, and alerts
- Using formulas for calculations and data manipulation
- Linking sheets: Cross-sheet referencing and VLOOKUP
- Creating reports: Aggregating data from multiple sheets
Collaboration and Sharing
- Sharing sheets, reports, and dashboards with collaborators
- Collaborator permissions and access levels
- Using the comment feature for feedback and discussions
- Attaching files, links, and comments to specific tasks
- Real-time collaboration and tracking changes with cell history
Dashboards and Reporting
- Creating a dashboard: Visualizing project metrics and KPIs
- Adding charts, widgets, and reports to dashboards
- Customizing dashboard appearance for better user engagement
- Using reports to consolidate and view data from multiple sheets
Best Practices and Tips
- Organizing sheets, reports, and dashboards for optimal project management
- Best practices for using Smartsheets in team collaboration
- Tips for increasing productivity with Smartsheets features
- Q&A and troubleshooting common issues
Summary and Next Steps
Requirements
- Basic understanding of project management
Audience
- End users
Testimonials (3)
I liked the break outs and the chance to work with my peers taking the course. I also liked the small group we had although I understand this is not the norm
David - Home Office
Course - Professional Scrum Product Owner II
Great attiude of trainer and real life examples not just dry theory.
Mariusz - EY GLOBAL SERVICES (POLAND) SP Z O O
Course - Professional Scrum Master II | PSM II (Scrum.org accredited training course)
I really enjoyed the mix of interactive exercises as well as normal powerpoint teaching slides. The exercises really broke up what is normally a classic teacher/student teaching method but there was a good balance of group exercises as well as powerpoint slides. I think the trainer was extremely knowledgeable and passionate about what he taught.