Manage and Visualize Projects in Smartsheet

Design measurable goals using a noun plus linking verb plus adjective or adverb phrase, and tie them to metrics in Smartsheet that track start and end and delays by quarter.

Navigate Smartsheet basics, including the home page, sheets, folders, and workspaces, sharing permissions. Master resource views, forms, automation, work apps, conversations, attachments, proofs, and publishing for collaboration.

Create a Smartsheet project portfolio sheet by building a workspace and blank grid, then configure a primary project name column and date, planned and actual, progress, health, and quarterly data.

Create and apply three sets of Smartsheet formulas to track days remaining, project health indicators, and quarterly start dates, using column formulas, locking, and percent formatting.

Create conditional formatting rules in Smartsheet to color project status (not started gray, in progress blue, complete green) and health (red), applying rules to entire rows.

Utilize sheet filters to optimize your Smartsheet view, creating at-risk yellow and delayed red project filters, plus a current-user filter that auto-adjusts for viewers and can be shared with collaborators.

Create three Smartsheet automation workflows to notify project managers on assignment, request weekly updates, and alert team members when projects are at risk, using triggers, conditions, and actions.

Learn to create and customize Smartsheet reports by selecting source sheets, choosing columns, applying criteria, and using grouping, summaries, and a gantt view for dashboards.

Create a dedicated project dashboard metrics sheet to drive the dashboard, with sections for summary, start metrics, and end metrics, using cross sheet references and formulas.

Design and build a Smartsheet dashboard by adding and configuring widgets, charts, and reports, define data sources, and apply styling for an interactive, digestible project overview.

Celebrate completing the course and apply your Smartsheet skills to other organizational processes, while exploring the perks outlined in the course book you downloaded.