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
Testimonials (4)
The framework of BA
Puguh - PT PLN INDONESIA POWER
Course - PMI Professional in Business Analysis (PBA) Certification Preparation
Good atmosphere, good group vibe and trainers passion.
Miriam - metafinanz Informationssysteme GmbH
Course - PMP - Exam Preparation Training Course
Jim's real life experience was evident and the fact that he is still working with teams keeps him current with the problems encountered. The activities were interesting and we appreciated the frequency of breaks. Delivery of the course was confident and good humoured too.
Leanne - Welsh Revenue Authority
Course - Professional Scrum Master I | PSM I (accredited training course with Scrum.org exam and certification)
I liked the break outs and the chance to work with my peers taking the course. I also liked the small group we had although I understand this is not the norm