Smartsheet Project Management- Intermediate to Advanced

Explore advanced Smartsheet formulas and cross-referencing by importing two Excel files, one for government and one for other segments, and preparing data for analysis.

Learn to build cross-sheet formulas in Smartsheet to sum total sales across multiple sheets, reference other sheets, apply currency formats, and validate results with country filters.

Discover how Smartsheet's critical path, summary path, and driving path reveal task dependencies, affect project completion dates, and clarify subtasks and parent tasks.

Explore how proofing in Smartsheet enables teams to review and approve content through image uploads, comments, annotations, and versioned proofs.

Explore the solution center to access pre-built templates and template sets in Smartsheet, configure HR and employee info sheets, and customize structures for agile backlog and sprint planning.

Create a sprint-based Smartsheet project in under ten minutes by using an agile template from the Solution Center, customizing columns, backlog, and sprint setup for rapid stakeholder feedback.

Document builder in Smartsheet shows how to create fillable pdfs, map sheet fields to the document, and generate or attach personalized pdfs from your sheet.

Explore Smartsheet integrations via the solution center, install Gmail add-on to attach emails and create rows, and follow guidance to integrate two apps for security and productivity.

Back up your Smartsheet data regularly using request backup, including attachments, which generates a zip file of your sheets. You can also export sheets to Excel manually.

Import and transform existing plans by creating a Smartsheet project from Excel, MS Project, Google Sheets, or Trello, mapping headers, and preserving formulas for quick setup.

Learn to automate Smartsheet reports by using a current-week formula and a checkbox to filter tasks due this week, enabling dynamic weekly progress and completion tracking.

Explore the smartsheet mobile app, offering a stable, intuitive on-the-go project experience with grid and gantt views, favorites, row edits, attachments, forms, and push notifications.

Use Smartsheet's meeting management template set to capture and prioritize agenda items with forms, automate updates, and archive meeting minutes within a shared workspace.

Build and manage meeting agendas and action items in smartsheet, use forms for agenda submissions, automate follow-ups, and monitor progress with sheet summaries and reminders.

Discover three predefined Smartsheet reports for meetings—action items for follow-up, future agenda topics, and past agenda topics—showing how filters and chosen columns surface open tasks and upcoming items.

Master meeting management in Smartsheet by using the meeting agenda portal to view action items, future and past topics, and a customizable dashboard for weekly team meetings.

Learn how to use a project intake sheet and intake form to capture, review, and approve new projects for the PMO, with sponsor approval and sourcing.

Learn to automate project sponsor approvals in Smartsheet by configuring a workflow that sends approval requests when new projects are submitted and notifies the project sponsor with approval status.

Create a new project folder at the project level by copying the template, naming it Project B data migration, and link the project intake data to ensure real-time portfolio tracking.

Customize the project plan by duplicating the template, editing columns, adding risk and priority, link to the intake form, switch to grid view, and enable automation alerts.

Learn to generate predefined reports, overdue, milestones, and tasks, from your project plan, and to visualize progress with a project dashboard for leadership reviews.

Explore the portfolio level in Smartsheet to monitor active projects, projects at risk, and portfolio metrics via a linked report, sheet, dashboard, and the PMO template set.