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Smartsheet for Project Management + Dashboards & Automations

Squad Hub, Leonardo Adonis, and SquadHub Academy

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:

Read more

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.

Enroll now

What's inside

Learning objectives

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

Syllabus

Introduction
Creating an account
How to use this course
First steps
Read more
Smartsheet elements
Test your knowledge - Smartsheet elements
Smartsheet logic
Project Structure
Project configuration
Sports website project
Smartsheet Elements
Columns
Formulas - Part 1
Test your knowledge - Smartsheet formulas
Formulas - Part 2
Filters and views
Forms
Importing and exporting files
Automations
Data Visualization
Section Overview
Database preparation
Reports
Dashboards

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Save Smartsheet for Project Management + Dashboards & Automations to your list so you can find it easily later:
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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Smartsheet for Project Management + Dashboards & Automations with these activities:
Review Project Management Fundamentals
Solidify your understanding of core project management principles to better leverage Smartsheet's features.
Show steps
  • Review the project management lifecycle.
  • Familiarize yourself with common project management methodologies.
  • Understand key project management terms and concepts.
The Project Management Book of Knowledge (PMBOK Guide)
Gain a deeper understanding of project management principles to better utilize Smartsheet's capabilities.
View Risk Management in Portfolios, Programs, and... on Amazon
Show steps
  • Read the PMBOK Guide's key sections on project planning.
  • Relate PMBOK concepts to Smartsheet features.
Explore Advanced Smartsheet Formulas
Deepen your understanding of Smartsheet formulas to create more powerful and dynamic solutions.
Show steps
  • Find tutorials on specific Smartsheet formulas.
  • Practice implementing complex formulas in a test sheet.
  • Apply advanced formulas to your project management sheets.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Build a Personal Task Management System
Apply your Smartsheet skills to create a system for managing your own tasks and projects.
Show steps
  • Design a Smartsheet sheet to track your tasks.
  • Implement automations to streamline your workflow.
  • Create a dashboard to visualize your progress.
Effective Project Management: Traditional, Agile, Extreme, Hybrid
Explore different project management methodologies to broaden your understanding of how Smartsheet can be applied.
View Effective Project Management: Traditional,... on Amazon
Show steps
  • Read about Agile, Waterfall, and Hybrid methodologies.
  • Consider how Smartsheet can support each methodology.
Document Smartsheet Automation Workflows
Create documentation that explains how to design and implement effective Smartsheet automation workflows.
Show steps
  • Choose a specific automation workflow to document.
  • Describe the purpose and functionality of the workflow.
  • Create a visual representation of the workflow.
Design a Smartsheet Dashboard for Executive Reporting
Develop a Smartsheet dashboard that effectively communicates project status and key performance indicators to executive stakeholders.
Show steps
  • Identify the key metrics to track for executive reporting.
  • Design a visually appealing and informative dashboard layout.
  • Implement data connections to automatically update the dashboard.

Career center

Learners who complete Smartsheet for Project Management + Dashboards & Automations will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Smartsheet for Project Management + Dashboards & Automations.
Cover image
Effective Project Management
Save
While not Smartsheet-specific, this book provides a comprehensive overview of project management methodologies. Understanding these methodologies (Agile, Waterfall, etc.) will enhance the student's ability to effectively utilize Smartsheet for various project types. It provides a broader context for the project management principles applied within Smartsheet.
Effective Project Management: Traditional, Agile,...
Paperback
$$
Effective Project Management: Traditional, Agile,...
Kindle Edition
$$
Cover image
Risk Management in Portfolios, Programs, and...
Save
The PMBOK Guide foundational resource for project management. It provides a standardized framework, terminology, and best practices. While this course focuses on Smartsheet, the PMBOK Guide provides the underlying project management knowledge that makes Smartsheet so powerful. is commonly used as a textbook at academic institutions and by industry professionals.
Risk Management in Portfolios, Programs, and...
Paperback
Check
Risk Management in Portfolios, Programs, and...
Kindle Edition
Check

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Effort
1.5 total hours
Via
Udemy
Instructors
Squad Hub
Leonardo Adonis
SquadHub Academy
Language
English
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