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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

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