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

Delivery Options

Private Group Training

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  • Customisation of the learning experience to achieve your goals -
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    • 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

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