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Smartsheet for Project Management + Dashboards & Automations
Rating: 4.2 out of 5(95 ratings)
393 students

Smartsheet for Project Management + Dashboards & Automations

The complete course to manage projects and workflows with Smartsheet
Last updated 10/2021
English

What you'll learn

  • Smartsheet
  • Project Management
  • Work with teams
  • Automation
  • Workflows

Course content

4 sections18 lectures1h 40m total length
  • Creating an account3:27
  • How to use this course2:51
  • First steps5:41
  • 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.

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