Smartsheet for Project Management + Dashboards & Automations

Name: Smartsheet for Project Management + Dashboards & Automations
Rating: 4.1 (96 reviews)

The complete course to manage projects and workflows with Smartsheet

Created bySquad Hub, Leonardo Adonis, SquadHub Academy

Last updated 10/2021

English

English [Auto],

What you'll learn

Smartsheet
Project Management
Work with teams
Automation
Workflows

Course content

4 sections • 18 lectures • 1h 40m total length

Creating an account3:27
Set up a Smartsheet account, review pricing plans, start a 30-day free trial, and learn step-by-step account creation and basic navigation.
How to use this course2:51
Learn best practices for the course content, create your own Smartsheet, and practice with screen sharing, quizzes, and tutorials across four sections: introduction, project switcher, elements, and dashboards.
First steps5:41
Navigate Smartsheet using the left menu to access home, notifications, browse, workspaces, sheets, and forms; manage teams, templates, solution center, and help as you start your first project.
Smartsheet elements2:08
Explore the four basic elements of Smartsheet—sheets, forms, reports, and dashboards—and learn how they store data, collect information, filter insights, and visualize metrics.
Test your knowledge - Smartsheet elements
Smartsheet logic2:42
Link form, sheets, reports, and dashboards in Smartsheet using practices for data flow and consolidation, creating a project workflow that visualizes sales.

Project configuration4:13
Learn to set up a Smartsheet workspace, create folders, and organize a software development project, including sharing permissions, drag-and-drop organization, and using a Sheets folder.
Sports website project1:14
Use Smartsheet to manage a sports website project with development plan, a customer feedback feature linked to feedback sheet, and a dashboard and report to track key metrics.

Columns4:47
Explore Smartsheet columns for project management, from text and date to dropdowns, checkbox, and auto number types. Learn to create, rename, edit, and delete columns to organize sheets.
Formulas - Part 110:02
Learn smartsheet formulas, including syntax, cell references (absolute and relative), and logic expressions, then build nested formulas from scratch to automate status updates and deadlines in project sheets.
Test your knowledge - Smartsheet formulas
Formulas - Part 26:35
Build and debug Smartsheet formulas using nested if statements to determine deadline status from status, finish date, and current date; compare absolute and relative references.
Filters and views8:02
Learn to use filters and views in smartsheet to manage projects, toggle grid, card, calendar, and gantt views, and apply status and date criteria.
Forms9:17
Learn to create and configure smartsheet forms to collect structured customer feedback, map form fields to sheet columns, set dropdowns and logic, and view responses in dashboards.
Importing and exporting files3:50
Learn to import and export files in Smartsheet using Google Sheets, Excel, Trello, and PDF formats. Create a new grid, define the primary column, and configure export options.
Automations5:42
Learn to create automations in Smartsheet, using triggers and actions to log submission dates from customer feedback, notify stakeholders, and support dashboards and reports.

Section Overview1:30
Explore how to create reports from customer feedback in Smartsheet and turn them into dashboards, outlining three elements: total responses and monthly distribution, promoter vs detractor evaluations, and open comments.
Database preparation5:55
Prepare the customer feedback sheet in smartsheet by cleaning columns, adding a submission month, and classifying customers as promoter, detractor, or neutral to power net promoter score reporting and dashboards.
Reports10:53
Learn to create and analyze Smartsheet reports by grouping, sorting, and filtering data from customer feedback, generating channel and monthly reviews, and extracting comments for dashboards.
Dashboards12:03
Build and customize a customer feedback dashboard in Smartsheet, using linked dashboards, metrics, charts, and reports to visualize reviews by month, channel, promoter/detractor splits, and comments.

Requirements

There are no previous requirements.

Description

Welcome to the Complete Smartsheet Course! This course will teach you to use Smartsheet, starting from scratch and will teach you to use the most powerful resources avaiable on the software: Dashboards and Automations.

This course takes a practical and straightforward approach, based on creating a complete project on Smartsheet from scratch! The course aims at teaching the logic used to build projects and the best practices, which will enable the students who finish the course to use the most that Smartsheet has to offer.

The course covers the following topics:

Grids (sheets)
Kanban Boards
Gantt Diagrams
Workflows
Forms
Reports
Dashboards
Process Automations
Team Management (adding and managing Smartsheet users and permissions)
Importing and Exporting files

The project built during the course is based on a Web Development Project case and features the building of a fully integrated Smartsheet project with:

Gantt and Kanban Boards for PM
Native customer review form, with integrated NPS monitoring
Dashboard displaying the main KPIs defined for the project

There is no need for previous knowledge on Smartsheet, the use of the platform are demonstrated step by step, with screen sharing, and no need of coding. By following all the steps shown during the classes, the student will finish the course with a complete Smartsheet Project, including Forms, Automations and Dashboards!

Smartsheet is a Platform that offers a complete a full cloud solution for Project Management and Smart Workflows and is used by many of the Fortune 500 companies.

Who this course is for:

Product Managers
Anyone interested on automation and productivity
Team leaders

Smartsheet for Project Management + Dashboards & Automations

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 17min

Project Structure2 lectures • 5min

Smartsheet Elements7 lectures • 48min

Data Visualization4 lectures • 30min

Requirements

Description

Who this course is for: