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Keep shoppingSmartsheet Masterclass: Complete Guide to Project Management
314 students
Smartsheet Masterclass: Complete Guide to Project Management
Streamline Projects, Automate Workflows, and Build Dashboards
Created byAmit Parsai
Last updated 7/2025
English
English [Auto],
What you'll learn
- Build and manage projects using Smartsheet’s powerful tools, including Gantt charts, Kanban boards, calendars, and grid views.
- Streamline work processes by creating automation workflows for task assignments, approvals, reminders, and notifications.
- Design interactive dashboards and reports to visualize project status, KPIs, and team performance for better decision-making.
- Collaborate effectively across teams using forms, comments, sharing permissions, and real-time updates within Smartsheet.
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Course content
14 sections • 67 lectures • 11h 56m total length
Requirements
- No Programming, Anyone who wanted to build Workflows for Project Mangement
Description
What you'll learn
Navigate and customize Smartsheet’s interface like a pro
Build smart, interactive project plans using sheets and Gantt charts
Set up automation rules to save time and eliminate manual work
Collaborate with team members using comments, forms, and sharing options
Create dynamic dashboards and reports for stakeholders and leadership
Manage project requests and approvals using forms and workflows
Use templates and control center approaches for repeatable processes
Apply real-life project scenarios from engineering, IT, and marketing
Course Description
Are you ready to master Smartsheet — the all-in-one platform trusted by Fortune 500 companies and fast-growing startups?
Whether you're a project manager, team lead, business analyst, or a complete beginner, this course will help you unlock the full potential of Smartsheet. Designed with real-world workflows and hands-on exercises, this course takes you from fundamentals to advanced automations and dashboards.
Inside, you’ll learn how to:
Build projects using Gantt, Kanban, and Calendar views
Create smart automation rules to simplify repetitive tasks
Use conditional formatting, data linking, and formulas
Design dashboards and reports that deliver insights at a glance
Set up a project request system with approval workflows
Apply Smartsheet in common business use cases like client onboarding, marketing tracking, and IT project delivery
By the end of this course, you’ll be equipped to manage your work more effectively, present data more clearly, and deliver projects more efficiently — all using Smartsheet.
Who this course is for
Beginners looking to learn Smartsheet from scratch
Project managers and coordinators who want to streamline processes
Operations or marketing professionals looking to organize work
Small business owners aiming to track projects and team progress
Anyone who wants to automate workflows and collaborate better
Who this course is for:
- Project Managers and Team Leads: Who want to manage timelines, tasks, and team collaboration more effectively using Smartsheet.
- Business Professionals and Operations Teams Looking to streamline workflows, track project performance, and improve reporting.
- Beginners and New Smartsheet Users With little to no experience who want a practical, hands-on introduction to Smartsheet.
- Marketing, HR, and IT Professionals Who need customizable solutions for campaign tracking, onboarding, resource planning, and more.
- Small Business Owners and Entrepreneurs Wanting to organize work, automate repetitive tasks, and create dashboards for visibility.