Get in Touch

Course Outline

Introduction to Smartsheets

  • Overview of Smartsheets: Its nature and key advantages
  • Exploring the interface: Menus, toolbars, sheets, and templates
  • Browsing Smartsheets and initiating basic sheet creation
  • An overview of Smartsheets' collaboration capabilities

Sheet Creation and Management

  • Building new sheets from the ground up or leveraging templates
  • Inserting and modifying columns
  • Utilizing rows and cells: Inputting, editing, and formatting data
  • Task management: Assignment, status tracking, and priority setting
  • Employing filters and conditional formatting to enhance data visualization

Advanced Capabilities

  • Workflow automation: Configuring reminders, approvals, and alerts
  • Applying formulas for calculations and data manipulation
  • Sheet linking: Cross-sheet referencing and VLOOKUP
  • Report generation: Aggregating data from various sheets

Collaboration and Sharing

  • Distributing sheets, reports, and dashboards with collaborators
  • Managing collaborator permissions and access tiers
  • Leveraging comments for feedback and dialogue
  • Attaching files, links, and comments to designated tasks
  • Real-time cooperation and change tracking via cell history

Dashboards and Reporting

  • Dashboard creation: Visualizing project metrics and KPIs
  • Incorporating charts, widgets, and reports into dashboards
  • Tailoring dashboard aesthetics to boost user engagement
  • Using reports to consolidate and review data from multiple sheets

Best Practices and Recommendations

  • Structuring sheets, reports, and dashboards for peak project management
  • Effective strategies for Smartsheets in team collaboration
  • Advice for maximizing productivity through Smartsheets features
  • Q&A session and resolving common issues

Summary and Future Steps

Requirements

  • A fundamental understanding of project management

Target Audience

  • End users
 7 Hours

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories