Smartsheet for Project Management + Dashboards & Automations from Udemy

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.

What's inside

Learning objectives

Smartsheet
Project management
Work with teams

Automation
Workflows

Smartsheet
Project management
Work with teams
Automation
Workflows

Syllabus

Introduction

Creating an account

How to use this course

First steps

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Covers Gantt diagrams and Kanban boards, which are essential tools for project management and team collaboration, enabling efficient task tracking and project visualization

Starts from scratch, demonstrating the use of the platform step-by-step with screen sharing, making it accessible for individuals with no prior experience

Explores process automations, which can significantly improve team workflows and reduce manual tasks, leading to increased efficiency and productivity

Focuses on building a complete project from scratch, teaching the logic and best practices to effectively utilize Smartsheet for project management

Requires a Smartsheet account, which may involve a subscription fee depending on the desired features and usage level

Uses a web development project case study, which may not be directly applicable to learners in other industries or fields

Reviews summary

Smartsheet for project management essentials

According to learners, this course is a largely positive introduction to using Smartsheet for project management, focusing on its key features. Students appreciate the practical approach, learning by building a complete project from scratch, which helps solidify understanding. The course is particularly praised for its coverage of Dashboards and Automations, highlighting their power and utility. Many find the explanations clear and concise, making complex features accessible. While generally suitable for beginners to Smartsheet, some reviewers suggest prior project management understanding is helpful. The step-by-step instructions are seen as a major strength, enabling immediate application of learned skills.

Pace may be fast depending on background.

"While great for Smartsheet, having some basic project management understanding beforehand is beneficial as the course moves quickly on application."

"The pace was good for me, but I could see it being a bit fast if you're completely new to PM concepts as well as Smartsheet."

Learn skills ready for real-world use.

"I can immediately apply what I learned in this course to my work projects using Smartsheet."

"The practical skills taught here are directly applicable to my role in project management."

"Learned practical tips and tricks that I started using the very next day at work."

Starts from scratch, suitable for newcomers.

"This course is perfect for someone starting from scratch with Smartsheet, it covers the fundamentals effectively."

"As a complete beginner to Smartsheet, I found this course provided a solid foundation."

"No prior knowledge of Smartsheet was needed, just as advertised. The course builds up logically."

"It takes you from knowing nothing about Smartsheet to being able to build functional projects."

Instruction is easy to follow and understand.

"The instructor explains concepts very clearly and concisely, making it easy to follow along."

"Explanations were straightforward and easy to digest, even for someone new to Smartsheet."

"The course content is well-structured and presented in a clear, easy-to-understand manner."

"I appreciated the clear, step-by-step guidance provided throughout the lessons."

Highlights powerful advanced features.

"The sections on Dashboards and Automations are invaluable, covering some of Smartsheet's most powerful features."

"I specifically took this course for the Dashboard and Automation parts, and they were covered thoroughly and clearly."

"Understanding how to build practical dashboards and automate processes was a key takeaway for me from this course."

Learn by building a complete project example.

"The practical approach of building a complete project from scratch is excellent and highly effective for learning."

"Loved the hands-on approach of building a real project, it really helps cement the concepts."

"Building the project step-by-step made understanding Smartsheet much easier than just theory."

"I found the practical example of setting up the web development project particularly useful for seeing how everything connects."

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

Show steps

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)

Show steps

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

Show steps

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

Show steps

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

Show steps

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

Show steps

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

Show steps

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:

Workflow Automation Specialist

Workflow Automation Specialists focus on designing and implementing automated processes to improve efficiency and reduce manual effort. This course directly addresses the core skills needed for this role, with its in-depth coverage of Smartsheet's automation capabilities. You will learn to create process automations, which are essential for streamlining workflows and improving productivity. The course's practical approach and step-by-step instructions helps you implement automation solutions effectively. Learning to build and manage automated workflows within Smartsheet will greatly enhance your ability to optimize business processes and excel as a Workflow Automation Specialist.

See salaries and explore the career path for Workflow Automation Specialist

IT Project Manager

IT Project Managers oversee technology-related projects, ensuring they are completed on time, within budget, and to the required specifications. This course helps those aspiring to be IT Project Managers by providing comprehensive training in Smartsheet, a platform widely used for project management, especially in tech-focused environments. You will learn to create Gantt charts, Kanban boards, and dashboards to monitor project progress and manage resources effectively. The course's emphasis on automation and workflow tools will also help you streamline project processes and improve team collaboration. Skills in managing automation will significantly enhance your ability to lead IT projects.

See salaries and explore the career path for IT Project Manager

Project Manager

Project Managers are responsible for planning, executing, and closing projects, often using software tools to track progress and manage resources. This course helps those aspiring to be project managers by providing comprehensive training in Smartsheet, a leading platform for project management and smart workflows. You will learn to build a complete project from scratch, covering essential elements such as Gantt charts, Kanban boards, and dashboards, which are critical for effective project oversight. The course's practical approach, based on a web development project, gives you hands-on experience with real-world scenarios, making you well-prepared to manage projects efficiently and deliver results as a project manager.

See salaries and explore the career path for Project Manager

Project Coordinator

Project Coordinators assist Project Managers in organizing and tracking project activities, ensuring smooth execution and timely completion. This course helps aspiring Project Coordinators by providing a solid foundation in Smartsheet, a platform widely used for project management. You will learn to use Gantt charts, Kanban boards, and dashboards to monitor project progress and manage resources effectively. The course's emphasis on team management and collaboration tools will also help you facilitate communication and coordination among project team members. Acquiring practical skills in Smartsheet will significantly enhance your ability to support project managers and excel as a Project Coordinator.

See salaries and explore the career path for Project Coordinator

Business Analyst

Business Analysts identify and analyze business needs, then recommend solutions that deliver value to stakeholders. A key part of this role involves data visualization and reporting, and the course's focus on Smartsheet dashboards directly supports these activities. By learning to create dashboards and reports within Smartsheet, the course helps you present data in a clear, actionable format, which is crucial for communicating insights and driving decision-making. The course's coverage of formulas and data visualization techniques also enhances your ability to extract meaningful information from data and support business analysis efforts. Learning about smart workflows through this course sets you apart as a strong Business Analyst.

See salaries and explore the career path for Business Analyst

Release Manager

Release Managers oversee the planning, scheduling, and control of software releases, ensuring smooth and timely deployment. This course is helpful for Release Managers by providing training in Smartsheet, a platform that supports project management and workflow automation. You will learn to use Smartsheet to manage release schedules, track progress, and coordinate tasks across teams. The course's coverage of automation and workflow management will also help you streamline release processes and improve efficiency. Use automation and workflows with Smartsheet to become an even better Release Manager.

See salaries and explore the career path for Release Manager

Team Lead

Team Leads are responsible for guiding and supporting a team to achieve its goals, often using project management tools to track progress and coordinate tasks. This course helps those aspiring to be Team Leads by providing training in Smartsheet, a versatile platform for project management and collaboration. You will learn to use Smartsheet to manage team tasks, track progress, and facilitate communication. The course's coverage of team management features, such as adding and managing users and permissions, will also help you effectively lead and organize your team. Learning to use Smartsheet enhances your ability to manage teams and deliver results.

See salaries and explore the career path for Team Lead

Process Improvement Specialist

Process Improvement Specialists focus on identifying and implementing enhancements to business processes to increase efficiency and reduce waste. The course's coverage of Smartsheet's automation and workflow capabilities directly supports this role. You will learn to design and implement automated processes to streamline operations and improve productivity. The course's practical approach, focused on building a complete project from scratch, may help you apply these skills to real-world scenarios. Learning to manage workflows and automate tasks within Smartsheet helps you optimize business processes and excel as a Process Improvement Specialist.

See salaries and explore the career path for Process Improvement Specialist

Service Delivery Manager

Service Delivery Managers are responsible for ensuring that IT services are delivered to meet agreed-upon service levels and customer expectations. This course may be helpful for aspiring Service Delivery Managers, as it provides training in Smartsheet, a platform that supports workflow automation and project management. You may learn to use Smartsheet to manage service requests, track progress, and monitor performance metrics. The course's coverage of dashboards and reports may also help you visualize service delivery metrics and identify areas for improvement. By learning about reports, you are able to clearly communicate service related insights as a Service Delivery Manager.

See salaries and explore the career path for Service Delivery Manager

Management Consultant

Management Consultants advise organizations on how to improve their performance and efficiency. This course helps those aspiring to be Management Consultants by providing insight into Smartsheet, a leading platform for project management and smart workflows. You will learn to build and manage projects, automate processes, and visualize data, which are all valuable skills for identifying and addressing business challenges. The course's practical approach, based on a web development project, may help you apply these skills to real-world scenarios and provide effective solutions to your clients. Learning about smart workflows within Smartsheet sets you apart in the field of management consulting.

See salaries and explore the career path for Management Consultant

Systems Analyst

Systems Analysts examine an organization's systems and processes and recommend improvements to enhance efficiency and effectiveness. This course may be useful for those aspiring to be Systems Analysts, as it provides training in Smartsheet, a platform for smart workflows and automation. You may learn to design and implement automated processes to streamline operations and improve productivity. The course's coverage of dashboards and reports may also help you monitor system performance and identify areas for optimization. Learning about workflows helps you improve business operations as a Systems Analyst.

See salaries and explore the career path for Systems Analyst

Operations Manager

Operations Managers oversee the day-to-day activities of an organization, ensuring efficiency and productivity. This course may be useful for Operations Managers by providing training in Smartsheet, a platform that supports workflow automation and process management. You may learn to use Smartsheet to streamline operations, track progress, and identify areas for improvement. The course's coverage of dashboards and reports may also help you monitor key performance indicators and make data-driven decisions. Learning about dashboards may significantly enhance your ability to manage operations effectively.

See salaries and explore the career path for Operations Manager

Data Analyst

Data Analysts are responsible for collecting, processing, and analyzing data to identify trends and insights that support business decisions. This course may be useful for this career, as it introduces data visualization techniques through Smartsheet dashboards. You may learn to present data in a clear and actionable format, which can be valuable for communicating insights and supporting data-driven decision-making. The course's coverage of formulas and filters may also enhance your ability to extract meaningful information from data and support data analysis efforts. Learning about reports and dashboards helps you learn to synthesize complex information and effectively communicate findings as a Data Analyst.

See salaries and explore the career path for Data Analyst

Scrum Master

Scrum Masters facilitate agile project management methodologies, ensuring teams follow scrum principles and practices. The course may be useful for Scrum Masters, as it introduces Kanban boards within Smartsheet. You may learn to use Kanban boards to visualize workflows, manage tasks, and track progress, which are essential for effective scrum implementation. The course's coverage of team management and collaboration tools may also help you facilitate communication and coordination among team members. Experience managing Kanban boards will help you lead scrum teams.

See salaries and explore the career path for Scrum Master

Business Intelligence Analyst

Business Intelligence Analysts are responsible for analyzing data to identify trends, patterns, and insights that can inform business decisions. The course may be useful for this career, as it introduces data visualization techniques through Smartsheet dashboards. You may learn to present data in a clear and actionable format, which can be valuable for communicating insights and supporting data-driven decision-making. The course's coverage of formulas and filters may also enhance your ability to extract meaningful information from data and support business intelligence efforts. Working with data visualization enables you to make key insights as a Business Intelligence Analyst.

See salaries and explore the career path for Business Intelligence Analyst

Smartsheet for Project Management + Dashboards & Automations

What's inside

Learning objectives

Syllabus

Traffic lights

Save this course

Reviews summary

Smartsheet for project management essentials

Activities

Career center

Reading list

Share

Similar courses