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Smartsheet Basics
Rating: 4.6 out of 5(69 ratings)
224 students

Smartsheet Basics

Collaborate on tasks and projects using Smartsheet
Created byBigger Brains
Last updated 10/2022
English

What you'll learn

  • Create a new Smartsheet
  • Customize columns
  • Add tasks and hierarchies
  • Add conditional formatting to fields and rows

Course content

1 section • 12 lectures • 1h 16m total length

  • Introduction2:30

    Master Smartsheet basics to manage tasks and projects by creating sheets, importing data, organizing columns and rows, and enabling collaboration through automated workflows.

  • Creating a New Smartsheet9:51

    Explore how to create a new Smartsheet from grid, project, cards, or templates, and import from Excel, with guidance on navigation, columns, and the Gantt view.

  • Customizing Columns7:34
  • Working with Rows, Part 16:56

    Enter data in Smartsheet rows, add and move rows, and set durations. Link predecessors to auto-update start and finish dates, and use indent, outdent, and delete to manage hierarchy.

  • Working with Rows, Part 26:39

    Discover how to edit and format row information, lock rows for admins, and use comments with @ mentions, attachments, and reminders to manage Smartsheet projects.

  • Conditional Formatting5:32

    Learn to use Smartsheet conditional formatting to automatically strike through tasks when 100% complete or status is complete, with multiple rules and rule management features.

  • Attaching Files and Links4:43

    Learn how to attach files and links in Smartsheet, manage file types, upload new versions, and delete attachments to keep reference materials accessible for a row or the entire sheet.

  • Creating Formulas3:57
  • Sharing a Sheet10:00
  • Comments and Conversations5:55

    Learn to use Smartsheet conversations across rows, sheets, and workspaces, mention teammates with @, manage permissions (owner/admin/editor vs. viewer), and attach files or links for collaborative decisions.

  • Automating a Workflow6:59
  • Managing a Shared Sheet6:15

    Manage shared sheets in Smartsheet by adjusting permissions, removing collaborators, and handling access requests. Create and apply group access to streamline sharing across dynamic teams.

Requirements

  • No requirements or prerequisites needed for this course.

Description

Smartsheet Basics


Collaborate on tasks and projects using Smartsheet.


Project management is a difficult role, but Smartsheet makes it easy to create projects and collaborate with teammates. Our project management professional, Christina Tankersley, will show you how to create and modify tasks, and well as manage project communication and use collaboration tools. Soon you will be up and running and effectively managing your projects.


Topics covered include:

  • Creating a new Smartsheet

  • Customizing columns

  • Add tasks and hierarchies

  • Using conditional formatting

  • Attaching files and links

  • Creating formulas

  • Sharing a sheet and adding comments

  • Automating a workflow

  • Managing a shared sheet


Over an hour of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style!


Objectives:

You will be able to:

  • Create a new Smartsheet

  • Customize columns

  • Add tasks and hierarchies

  • Add conditional formatting to fields and rows

  • Attach files and links to a project

  • Add formulas

  • Share a sheet and add comments and conversations

  • Automate workflow

  • Manage a shared sheet


Over an hour of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style!


Target Audience: Beginner; Business professionals who need to collaborate on tasks and projects

Prerequisites: None


Collaborate on tasks and projects using Smartsheet.


# of Lessons: 12

Teacher: Christina Tankersley

Learner: Eddie Guerra

Seat Time: 1 hour, 17 minutes


Over an hour of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style!

Who this course is for:

  • Beginner; Business professionals who need to collaborate on tasks and projects.

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