Smartsheet Fundamentals
$125
$125
The Smartsheet Intro course is designed for business professionals across various fields who seek to enhance their process and project management. In this training, you will learn the best practices, methodologies, and mechanics to build and share collaborative checklists, project plans, calendars, and dashboards. Smartsheet is perfect for managing waterfall and agile projects, product launches, event planning, and more.
Outcomes:
Build and share collaborative project plans
Create and publish reports
Develop dashboards to visualize your data
Add and manage tasks on a sheet
Format sheet content to color-code tasks
Set automated alerts and tasks within a project
Create forms to collect data
Create Project Workspaces
Setting up dedicated workspaces for your projects
Create and Manage Tasks
Adding, organizing, and tracking tasks effectively
Launch Different Views for Your Projects
Exploring various project views for better management
Set Sharing Permissions for Real-Time Collaboration
Configuring access and permissions to facilitate collaboration
Linking Cells, Attaching Task & Project-Related Files, and Setting Reminders
Integrating data and files, and setting up reminders for tasks
Adding Contacts
Managing and utilizing contact information within Smartsheet
Formatting Your Sheets
Customizing sheet appearance and functionality
Create Dashboards and Reports
Developing dashboards and generating comprehensive reports
Create Workflows
Designing workflows to streamline project processes
Automate Alerts and Approvals
Setting up automated notifications and approval processes
Create Forms for Data Gathering
Building forms to collect and manage project data