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Smartsheet for Project Management and Collaboration
Rating: 4.4 out of 5(10 ratings)
29 students

Smartsheet for Project Management and Collaboration

Improve project management and enhance team collaboration with Smartsheet
Created bySimon Sez IT
Last updated 12/2024
English
English [Auto],

What you'll learn

  • Explore various Smartsheet applications across different industries.
  • Create and customize sheets from templates or from scratch.
  • Import Excel documents while maintaining data integrity.
  • Apply conditional formatting to highlight important data.
  • Utilize Grid, Gantt, Calendar, and Card sheet views.
  • Add comments to enhance team communication.
  • Attach files to sheets for better collaboration.
  • Create sheet summaries to overview key metrics.
  • Use formulas to calculate and analyze data.
  • Apply filters to organize and view data effectively.
  • Generate reports to track project progress.
  • Set up automated workflows to streamline processes.

Course content

6 sections • 22 lectures • 1h 44m total length

  • Intro to Smartsheet1:49

    Explore the uses and components of Smartsheet, from reports and forms to workflows. Learn to create sheets, import Excel, format with styling, collaborate, use formulas and filters, and publish content.

  • WATCH ME: Essential Information for a Successful Training Experience2:04

    Watch this essential information to maximize your training experience, including downloading and unzipping instructor files from the next module and adjusting playback speed in high-definition video.

  • DOWNLOAD ME: Course Files0:23
  • Smartsheet Uses and Applications3:03

    Explore how Smartsheet supports personal and team work through sheets, forms, automation, and project management tools, enabling collaboration, attachments, budgeting, and automated documents.

  • Smartsheet Components3:53

    Explore Smartsheet components: sheets, reports, dashboards, and forms, and see how views like Gantt charts, calendars, card views, and timeline views illuminate project data and collaboration.

  • Smartsheet Interface7:45

    Explore the Smartsheet interface in the browser, mastering navigation from home, search, and notifications to creating new projects, managing sheets and workspaces, and organizing favorites.

  • Section Quiz

Requirements

  • No prior Smartsheet knowledge is required.
  • Access to a Smartsheet account (free trial or paid subscription) to practice and apply course concepts.
  • Familiarity with team collaboration and communication processes.

Description

This course includes downloadable course instructor files to work with and follow along.


Smartsheet for Project Management and Collaboration is designed to help you unlock the full potential of Smartsheet, whether you are a beginner or have some experience with the platform.


This course provides a broad overview of Smartsheet’s essential features and functionalities, enabling you to manage projects, collaborate with your team, and organize data efficiently. You will explore various applications of Smartsheet across different industries, allowing you to tailor the tool to your specific needs.


Throughout the course, you will learn how to create and customize sheets from scratch or by using templates, ensuring your projects are well-structured and organized. You will learn to import Excel documents into Smartsheet while maintaining data integrity and applying conditional formatting to make your data visually informative. The course also covers different sheet views, including Grid, Gantt, Calendar, and Card, helping you choose the best view for tracking your projects.


Additionally, you will enhance collaboration by adding comments and attachments directly within your sheets. Learn to create sheet summaries that overview key metrics and data points. Gain practical skills in using formulas and filters to analyze data effectively, discover how to generate insightful reports, and set up automated workflows to streamline your processes. By the end of this course, you will know how to boost your productivity, improve your project management skills, and effectively leverage Smartsheet to achieve your goals. This course is perfect for project managers, team leaders, and administrative professionals looking to enhance efficiency and collaboration in any work environment.


Learning Objectives

In the course, you will learn how to:

  • Explore various Smartsheet applications across different industries.

  • Create and customize sheets from templates or from scratch.

  • Import Excel documents while maintaining data integrity.

  • Apply conditional formatting to highlight important data.

  • Utilize Grid, Gantt, Calendar, and Card sheet views.

  • Add comments to enhance team communication.

  • Attach files to sheets for better collaboration.

  • Create sheet summaries to overview key metrics.

  • Use formulas to calculate and analyze data.

  • Apply filters to organize and view data effectively.

  • Generate reports to track project progress.

  • Set up automated workflows to streamline processes.


This course includes:


  1. 104 minutes of video tutorials

  2. 20 individual video lectures

  3. Course Files to follow along

  4. Certificate of completion

Who this course is for:

  • Those new to Smartsheet who need a guided introduction to its features and applications.
  • Professionals overseeing teams and seeking ways to improve collaboration, manage tasks, and monitor team performance.
  • Employees from various sectors to adopt Smartsheet for tailored project management solutions.
  • Professionals seeking ways to organize, visualize, and report data effectively while streamlining operations.

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