
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.
Link form, sheets, reports, and dashboards in Smartsheet using practices for data flow and consolidation, creating a project workflow that visualizes sales.
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.
Learn to create automations in Smartsheet, using triggers and actions to log submission dates from customer feedback, notify stakeholders, and support dashboards and reports.
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.
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.