SmartSheets

Smartsheet Intro is for businesspeople of all types who could benefit from tighter, clearly defined process and projects. In this Smartsheet training, you will learn best practices, methodology, and mechanics around how to build and share collaborative checklists, project plans, calendars, and dashboards. Smartsheet is ideal for waterfall and agile projects, product launches, planning, events, and more.

Outcomes: 

• Be able to build and share collaborative Project Plans 
  
• Can create and publish reports 
  
• Ability to create Dashboards to Visualize your Data 
  
• Can add and manage tasks on a sheet 
  
• Can format sheet content to color code tasks 
  
• Ability to set automated alerts and tasks within a Project 
  
• Be able to create forms to obtain data

Lessons 

• Create project workspaces 
• Create and manage tasks 
• Launch different views for your projects 
• Set sharing permissions for real-time collaboration 
• Linking cells, attaching task & project-related files, and setting reminders 
• Adding Contacts 
• Formatting your Sheets 
• Create dashboards and reports 
• Create workflows 
• Automate alerts and approvals 
• Create forms for data gathering