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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.
7 Hours
Testimonials (1)
I particularly valued understanding how to engage stakeholders, choose the right elicitation technique, and maintain tracebility from the initial business need through the final solution. It helped me see business analyst as more than requirements gathering-it is about ensuring that the solution actually delivers value to the business
