Get in Touch

Course Outline

Introduction to Smartsheets

  • Smartsheets overview: Definition and primary advantages
  • Interface exploration: Menus, toolbars, sheets, and templates
  • Navigating the platform and initiating basic sheet creation
  • Overview of Smartsheets' built-in collaboration features

Sheet Creation and Administration

  • Generating new sheets from scratch or utilizing existing templates
  • Inserting and refining column structures
  • Utilizing rows and cells: Data entry, editing, and formatting
  • Task management: Assigning responsibilities, monitoring status, and prioritizing items
  • Leveraging filters and conditional formatting for enhanced data clarity

Advanced Capabilities

  • Workflow automation: Configuring reminders, approval cycles, and alerts
  • Applying formulas for data calculation and manipulation
  • Inter-sheet connectivity: Cross-referencing and VLOOKUP techniques
  • Report generation: Consolidating data across multiple sheets

Team Collaboration and Sharing

  • Distributing sheets, reports, and dashboards to collaborators
  • Managing collaborator permissions and access tiers
  • Leveraging the comment feature for constructive feedback and dialogue
  • Attaching files, hyperlinks, and notes to individual tasks
  • Real-time teamwork and tracking modifications via cell history

Dashboard Construction and Reporting

  • Dashboard creation: Visualizing key project metrics and KPIs
  • Incorporating charts, widgets, and reports into dashboards
  • Customizing dashboard aesthetics to boost user engagement
  • Utilizing reports to aggregate and review data from various sheets

Best Practices and Pro Tips

  • Structuring sheets, reports, and dashboards for peak project performance
  • Recommended practices for effective team collaboration using Smartsheets
  • Strategies to enhance productivity by leveraging Smartsheets features
  • Q&A session and resolution of common technical issues

Conclusion and Future Directions

Requirements

  • Familiarity with fundamental project management concepts

Intended Audience

  • End users
 7 Hours

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories