Smartsheet Project Management- The Complete Beginners Course

Sign up for a 30-day free trial of Smartsheet with no credit card, providing email and region; activate via email, set a password, and configure project management and agile settings.

Navigate the Smartsheet interface from the home page using the left sidebar to start a new project, access workspaces, search, notifications, and recent items.

Create your Smartsheet sheet from scratch, organize with a workspace, and build a project plan using columns like task name, assigned to, status, start and end dates, and budget.

Divide a smartsheet project into logical sections by inserting and indenting rows, creating phases such as business case, requirements, development, testing, and launch, with color coding for clarity.

Add and assign task owners in Smartsheet by editing the assigned to column and adding contacts with emails, then allocate roles for approvals, mockups, and production launch.

Enter and organize task data in Smartsheet by copying from Excel, setting start and end dates, durations, and budgets, and using formulas to calculate business days.

Master rows in Smartsheet with drag-and-drop reordering, insertion, locking, and multi-row operations, and learn to edit columns, attach files, add comments, set reminders, and explore grid and card views.

Learn how to manage columns in Smartsheet, including inserting, deleting (except primary), renaming, describing, locking, and applying filters, sorts, hides, freezes, and viewing Gantt charts.

Use Smartsheet conversations to reduce meetings by posting updates as comments and mentions. Attach files, manage notifications, and participate in row or sheet conversations to stay informed.

Learn Smartsheet sheet formatting: save, print, undo/redo; grid view; font, color, alignment, wrap text; format painter; conditional formatting; highlighting changes; insert image; insert rows/columns; currency, decimals, date formats; full screen.

Explore conditional formatting in smartsheet by creating multiple rules with conditions and formats, applying them to budgets or durations, and using clone, enable/disable, and end conditions for focused visuals.

Learn how Smartsheet formulas compute project metrics, including total budget, project length in working days, and average budget per task, using sum, count, min, max, round, and if.

Enable and use highlight changes in Smartsheet to mark cells changed within time range (last hour to 30 days), or since last viewed, with a custom date and color option.

Master sorting and filtering in Smartsheet with multi-level sorting by assigned to and budget, and use named, saved filters to combine conditions like budget above 5000 and owner Steven.

Learn how to share Smartsheet workspaces and sheets, invite teammates with roles from admin to viewer, and control who can share or edit the data.

Organize your Smartsheet work environment by dedicating workspaces to departments, folders for projects, and sheets, reports, and dashboards inside; enforce access controls through sharing to protect sensitive data.

Attach files to sheets or rows, edit details, rename, and view history; explore proofs, Brandfolder, update requests, publish options, activity log, summary fields, and connections to Jira or Salesforce.

Explore Smartsheet views to learn how six view types offer flexible ways to interact with data, starting with the grid view and its practical best practices.

The grid view offers a spreadsheet-like interface with rows and columns, enabling sorting, filtering, data formatting, customizable columns, formulas, and cross-sheet linking, as the foundation for Smartsheet project management.

Explore Smartsheet's Gantt view to visualize tasks with horizontal bars, manage dependencies, filters, and baselines, and drag-and-drop to adjust schedules across a combined grid and Gantt interface.

Leverage Smartsheet card view as a visual kanban board for agile management, moving cards by status—from not started to complete—while filtering, adding lanes, and customizing card details.

Master the calendar view by setting start and end date ranges, switching between month and weekly views, and using filters, conditional formatting, and Google Calendar publishing.

Add contacts to the timeline view to reveal all tasks and visualize date-based work in real time, with grouping by assignee, filters, and today for project roadmaps.

Discover the board view in Smartsheet with real-time collaboration and automatic saving, lane-based scrolling, up to 14 fields on cards, and better handling of parent-child relationships for large projects.

Analyze data with Smartsheet AI to generate charts and extract actionable insights from your sheet, including budget breakdowns and explanations of results, with caution about accuracy.

Explore how Smartsheet AI generates formulas by describing the desired calculation, applying generated formulas, and refining results, while noting accuracy limits and practical tips.

Explore Smartsheet AI's text and summaries to draft one email that covers tasks from multiple rows in the requirements phase. The lesson discusses evolving features and enterprise plan availability.

Discover how to automate tasks in Smartsheet using templates or from scratch, set triggers, conditions, and actions to alert, remind, or update stakeholders and streamline workflows.

Create automations from scratch in Smartsheet to tailor actions like assigning people when rows are added or changed, boosting productivity and preventing conflicts.

Explore how to export Smartsheet data to Excel, PDF, a gantt as image, Microsoft Project, and Google Sheets, noting formula differences and text-only exports for dropdowns and checkboxes.

Import data into Smartsheet from Excel, Microsoft Project, Google Sheets, or Trello; select a CSV or Excel file, set the sheet name and primary column, and import completes quickly.

Importing CSV files into Smartsheet can block calculations because internal commas break sums. Convert CSV to Excel before importing to Smartsheet to enable sums and calculations.

Explore Smartsheet templates to start projects quickly by browsing solution templates, review the simple project plan, and customize the task tracker and dashboard instead of starting from scratch.

Explore Smartsheet's search from the left menu to locate items across sheets, reports, dashboards, forms, and more. Use filters by type and location, then jump to results with a click.

Explore work apps, a no-code platform to build custom Smartsheet applications using templates, and learn why it’s limited to enterprise plans, with alternatives for most learners.

Create and analyze Smartsheet reports by combining data from multiple sheets, using raw and sheet summary reports, apply filters, group by country, and sort and summarize metrics.

Create a task summary report by pulling tasks from project plans, including start date, end date, and assigned to, then view and group in grid, Gantt, cart, and calendar views.

Explore how to build and customize a smartsheet dashboard by adding widgets, metrics, charts, and reports from multiple data sources, including two financial sample sheets.

Learn how to use and amend existing Smartsheet dashboards, save copies, edit widgets, view and presentation mode, and customize charts, data sources, and presentation settings.

Create and share Smartsheet forms to capture new task entries into a sheet, customize fields and validations, and use a simple project plan template to collect customer feedback.