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
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £1900 online delivery, based on a group of 2 delegates, £600 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses
Testimonials (2)
Really pragmatic. Lots of detailed discussions, practical exercises. Constructive debates.
Echardt - BMW SA
Course - Professional Scrum with Kanban | PSK (Scrum.org accredited training course)
Great attiude of trainer and real life examples not just dry theory.