Smartsheet 2023 For Beginners

Smartsheet 2023 For Beginners: Modern Project Management

Learn Smartsheet for project management to create charts, reports, workflows, dashboards and collaborate with your team.

Are you looking for the perfect solution for all of your project and task management needs?

Do you want to learn the best software on the market to organize and track all your information?

Are you a beginner to the Smartsheet software and would like to learn in a fun and interactive environment?

Then welcome to our course on Smartsheet.

In this course, you'll learn how to use Smartsheet for project management and task management. You'll learn the basics of creating and customizing sheets, setting up different views, building reports and dashboards, collaborating with team members, and automating processes.

Smartsheet is a powerful tool that can help you manage your projects more efficiently and effectively. With its rich set of features, you can capture and track your plans, resources, and schedules all in one place.

The course is designed for beginners who want to learn how to use Smartsheet for their projects. You don't need any previous experience with Smartsheet or other project management tools. We'll start with the basics and work our way up to more advanced topics.

With Udemy's 30-Day Money-Back Guarantee, you have nothing to lose.

So what are you waiting for?

Enroll now and start learning Smartsheet today.

What's inside

Learning objectives

Understand the basics of smartsheet and how it can be used to manage projects and tasks.
Create and customize a smartsheet sheet for your specific needs.
Use formulas, functions, and built-in features to make data entry and analysis easier.
Build dynamic dashboards with charts and graphs to get an overview of your project progress at a glance.

Schedule tasks, set deadlines, and track milestones using advanced scheduling features.
Collaborate on projects with team members by sharing or co-editing sheets.
Automate processes using workflows to save time and reduce errors.
Integrate smartsheet with other business software applications you are already using.

Understand the basics of smartsheet and how it can be used to manage projects and tasks.
Create and customize a smartsheet sheet for your specific needs.
Use formulas, functions, and built-in features to make data entry and analysis easier.
Build dynamic dashboards with charts and graphs to get an overview of your project progress at a glance.
Schedule tasks, set deadlines, and track milestones using advanced scheduling features.
Collaborate on projects with team members by sharing or co-editing sheets.
Automate processes using workflows to save time and reduce errors.
Integrate smartsheet with other business software applications you are already using.

Syllabus

In this section, you will be introduced to the Smartsheet software.

In this lesson, you will be introduced to your instructor and how this Smartsheet course is laid out.

In this lesson, you will be given a student assessment to judge where you are with Smartsheet and how we can best teach you this software.

In this lesson, you will set up a Smartsheet account for the first time.

In this lesson, you will be given a brief overview of how to navigate the Smartsheet interface.

In this lesson, you will be introduced to the Smartsheet project that you will be working on.

In this lesson, you will learn how to create a new project in Smartsheet.

In this lesson, you will be given an overview of how sheets work inside of Smartsheet.

In this lesson, you will set up the columns to begin collecting data in Smartsheet.

In this lesson, you will learn how to input the tasks into Smartsheet.

In this lesson, you will learn how to assign users to your projects in Smartsheet.

In this lesson, you will learn how to check off and complete tasks in Smartsheet.

In this lesson, you will learn how to comment and have conversations inside of Smartsheet.

In this lesson, you will learn how to use the different views available in Smartsheet.

In this lesson, you will learn how to share and export your projects in Smartsheet.

In this lesson, you will learn how to create a report in Smartsheet.

In this video, you will learn how to build a dashboard in Smartsheet.

In this lesson, you will be introduced to this section on additional training for the Smartsheet application.

In this lesson, you will learn how to manage contacts in Smartsheet.

In this lesson, you will learn how to manage users in Smartsheet.

In this video, you will learn how to manage groups in Smartsheet.

In this lesson, you will learn how to wrap text in Smartsheet.

In this video, you will learn how to sort data in Smartsheet.

In this lesson, you will learn how to merge cells inside Smartsheet.

In this lesson, you will learn how to insert rows inside Smartsheet.

In this lesson, you will learn how to hide and unhide rows in Smartsheet.

In this lesson, you will learn how to lock rows inside Smartsheet.

In this lesson, you will learn how to insert columns in Smartsheet.

In this lesson, you will learn how to edit column properties in Smartsheet.

In this lesson, you will learn how to hide and unhide columns in Smartsheet.

In this lesson, you will learn how to lock and unlock columns inside Smartsheet.

In this lesson, you will learn how to freeze and unfreeze columns inside Smartsheet.

In this lesson, you will learn how to change the primary column in Smartsheet.

In this lesson, you will learn how to create a hierarchy inside Smartsheet.

In this lesson, you will learn how to add a dropdown list in Smartsheet.

In this lesson, you will learn how to edit dropdown list properties in Smartsheet.

In this lesson, you will learn how to add a formula in Smartsheet.

In this lesson, you will learn how to share your sheets inside Smartsheet.

In this lesson, we state how more videos will be added to the additional training section of this Smartsheet course.

In this lesson, you will get access to additional resources and bonuses for Smartsheet students.

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Starts with the basics of creating and customizing sheets, which is helpful for learners with no prior experience in project management software

Teaches how to collaborate on projects with team members by sharing or co-editing sheets, which enhances teamwork and communication

Covers building dynamic dashboards with charts and graphs, which allows learners to visualize project progress and analyze data effectively

Explores integrating Smartsheet with other business software applications, which streamlines workflows and improves overall efficiency

Focuses on Smartsheet 2023, which is the latest version of the software, ensuring learners are up-to-date with current features

Teaches how to automate processes using workflows, which saves time and reduces errors in project management tasks

Reviews summary

Beginner smartsheet project management

According to learners, this course provides a solid introduction to Smartsheet for beginners. Students appreciate the step-by-step approach and the focus on core features like creating sheets, reports, and dashboards. Many found the practical project particularly helpful for learning by doing. While it's considered excellent for getting started, some reviewers noted that the course only covers the basics and doesn't delve into advanced topics or complex workflows. It is well-suited for those needing a foundational understanding of Smartsheet for project management tasks.

Provides an overview of essential tools.

"Covers creating sheets, basic formulas, reports, and dashboards. Good overview of the main tools."

"I can now create sheets, reports, and share them with my team. Very useful basics covered."

"The lessons walk you through setting up sheets, columns, basic formulas, and different views like Grid and Card."

Hands-on learning through building a project.

"Building the project sheet alongside the instructor was really helpful. Learned by doing."

"Good practical exercises. The course project reinforces the concepts well."

"I enjoyed the practical examples used throughout the lessons, applying the steps to build a sample sheet."

Excellent introduction for new Smartsheet users.

"Great introduction to Smartsheet. Explained everything step-by-step, perfect for a complete beginner like me."

"The course is exactly what it says - for beginners. Covers the basics clearly. Instructor is easy to follow."

"Excellent foundation for Smartsheet. I had zero prior knowledge, and this course made it very accessible."

"This course is well-suited for someone just starting out with Smartsheet."

Focus is basic, lacks deep dive into features.

"Good start, but very basic. Doesn't go into more complex formulas, automations, or integrations in detail."

"Too basic for me. Expected more advanced tips and workflows than what was presented."

"Only scratches the surface of Smartsheet's capabilities. Useful for a first look, but not enough for professional use needing advanced features."

"If you're looking for advanced topics like Control Center or Bridge, this course won't cover those."

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 2023 For Beginners: Modern Project Management with these activities:

Review Project Management Fundamentals

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Solidify your understanding of core project management principles to better leverage Smartsheet's features.

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Review the project management lifecycle.
Study key project management terms and concepts.
Practice applying project management methodologies.

Read 'Project Management for Dummies'

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Gain a broader understanding of project management principles to enhance your Smartsheet skills.

View Alter Ego: A Novel on Amazon

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Obtain a copy of 'Project Management for Dummies'.
Read the chapters on project planning and execution.
Take notes on key concepts and methodologies.

Practice Creating Basic Smartsheet Sheets

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Reinforce your understanding of sheet creation and customization through repetitive exercises.

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Create five different sheets with varying column types.
Practice adding and formatting data in each sheet.
Experiment with different sheet views.

Four other activities

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Show all seven activities

Follow Smartsheet's Official Tutorials

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Refine your skills by following official Smartsheet tutorials on advanced features.

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Visit the Smartsheet Learning Center.
Complete tutorials on formulas, reports, and dashboards.
Apply the learned techniques to your practice sheets.

Document Your Smartsheet Workflow

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Solidify your understanding by creating a written guide on how you use Smartsheet for project management.

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Choose a specific project management scenario.
Document each step of your Smartsheet workflow.
Include screenshots and explanations.
Share your guide with other students for feedback.

Manage a Real-World Project with Smartsheet

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Test and solidify your skills by managing a real-world project using Smartsheet.

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Identify a project you can manage with Smartsheet.
Create a Smartsheet sheet to track tasks and deadlines.
Use Smartsheet's features to collaborate with team members.
Monitor project progress and make adjustments as needed.

Build a Smartsheet Dashboard for Project Reporting

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Create a dynamic dashboard to visualize project progress and key metrics.

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Identify key metrics to track.
Create charts and graphs to visualize the data.
Design a visually appealing and informative dashboard.
Present your dashboard to stakeholders.

Career center

Learners who complete Smartsheet 2023 For Beginners: Modern Project Management will develop knowledge and skills that may be useful to these careers:

Project Manager

Project Managers are responsible for planning, executing, and closing projects, ensuring they are completed on time, within budget, and to the required quality standards. This course helps build familiarity with Smartsheet, a valuable tool for managing projects efficiently. The course teaches how to create and customize sheets, build reports and dashboards, and automate processes. These skills are directly applicable to project management, and the course also covers how to collaborate with team members using Smartsheet. Learning Smartsheet makes you more effective at planning and tracking project progress which is crucial for any Project Manager.

See salaries and explore the career path for Project Manager

Program Manager

Program Managers oversee multiple related projects, coordinating efforts to achieve strategic goals. Program Managers can use a tool like Smartsheet to manage and track various projects under their purview, ensuring alignment and efficiency. This course helps develop the skills you need to create and customize sheets, build reports and dashboards, and automate processes within Smartsheet. These skills are essential for any program manager because it enhances capabilities in planning, executing, and monitoring programs. Furthermore, the course provides guidance on collaborating with team members in Smartsheet, which is vital for effective communication and coordination across multiple projects.

See salaries and explore the career path for Program Manager

Workflow Automation Specialist

Workflow Automation Specialists design and implement automated workflows to improve business processes. This course may be useful if you are focusing on automation because it will teach you how to automate processes using workflows within Smartsheet. The course emphasizes creating and customizing sheets, scheduling tasks, and tracking milestones. By learning how to integrate Smartsheet with other business software applications, you can create seamless and efficient automated workflows. This course is especially beneficial for those seeking to become proficient in automating project management tasks and processes.

See salaries and explore the career path for Workflow Automation Specialist

Project Coordinator

A Project Coordinator supports project managers and teams by organizing tasks, managing schedules, and ensuring effective communication. If you want to become a Project Coordinator, this course may be useful. It can help you understand how to use Smartsheet to manage projects and tasks, create and customize sheets, use formulas, and build dynamic dashboards. By learning how to automate processes and collaborate with team members in Smartsheet, you can further improve your ability to manage projects effectively. This course also teaches you the basics of Smartsheet, which helps build a strong foundation for successfully coordinating tasks within a team.

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Scrum Master

A Scrum Master facilitates the Scrum framework for project management, ensuring the team adheres to Agile principles and practices. As a Scrum Master, you can use Smartsheet to track sprint progress, manage backlogs, and facilitate team collaboration. This course may be useful because it teaches the basics of Smartsheet, and how to create and customize sheets, build reports and dashboards, and automate processes. These skills are directly applicable to Scrum project management, and it provides instruction on collaborating with team members using Smartsheet. Mastering Smartsheet will enhance your ability to facilitate Scrum processes and improve team performance.

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Project Assistant

Project Assistants provide administrative support to project managers and teams. If you aspire to be a Project Assistant, this course helps learn how to use Smartsheet to create and customize sheets, schedule tasks, and track milestones. The course emphasizes collaborating on projects with team members through sharing and co-editing sheets. By learning to automate processes using workflows, you can save time and reduce errors in project-related tasks. This course teaches the basics of Smartsheet, which will help the Project Assistant become an indispensable part of their teams.

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Team Lead

A Team Lead is responsible for guiding and supporting a team of individuals to achieve common goals. This course may be useful to a team lead, who can leverage Smartsheet to improve team collaboration and task management. The course illustrates how to create and customize sheets, schedule tasks, and track milestones. These skills are critical for organizing team activities and monitoring progress. Additionally, the course covers collaborating on projects with team members, giving the Team Lead better control over shared projects. By learning how to automate processes in Smartsheet, Team Leads can further streamline team workflows and enhance overall productivity.

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Resource Manager

Resource Managers oversee the allocation and utilization of resources within an organization. If you want to be a Resource Manager, this course may be useful. It will help you learn how to use Smartsheet to track resources, manage schedules, and ensure efficient allocation. The course covers how to create and customize sheets, schedule tasks, and build dynamic dashboards. By learning how to automate processes and collaborate with team members in Smartsheet, you can improve your ability to manage resources effectively. This course teaches you the basics of Smartsheet, providing a foundation for successfully optimizing resource allocation and utilization.

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Business Analyst

A Business Analyst identifies business needs and determines solutions to business problems. The knowledge in this course of Smartsheet may be useful to a business analyst, who can then leverage the software's features to streamline project management and improve data analysis. The course teaches how to create and customize sheets, use formulas, and build dynamic dashboards. These skills can enhance a business analyst's ability to track project progress, analyze data, and present findings effectively. Moreover, by learning how to integrate Smartsheet with other business software applications, a business analyst can optimize workflows and improve overall business efficiency.

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Reporting Analyst

Reporting Analysts gather, analyze, and report on data to provide insights for decision-making. The Reporting Analyst can then use those skills to create reports to show project progress and keep the team up to date. This course may be useful, teaching you how to use Smartsheet to build dynamic dashboards with charts and graphs to get an overview of project progress at a glance. The course also covers how to use formulas, functions, and built-in features that make data entry and analysis easier. It also teaches you how to integrate Smartsheet with other business software applications that you are already using.

See salaries and explore the career path for Reporting Analyst

Process Improvement Specialist

Process Improvement Specialists analyze and improve organizational processes to enhance efficiency and reduce waste. This course may be useful if you want to become a Process Improvement Specialist because you can apply Smartsheet to map out and streamline workflows, track process metrics, and automate tasks. The course provides instruction on creating and customizing sheets, building reports and dashboards, and automating processes. These skills are essential for process analysis and improvement. By learning how to integrate Smartsheet with other business software applications, you can optimize data collection and analysis. Smartsheet is especially beneficial to Process Improvement Specialists aiming to enhance organizational productivity.

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Operations Manager

Operations Managers oversee the daily operations of an organization, ensuring efficiency and effectiveness. This course may be useful for Operations Managers because they can utilize Smartsheet to track operational tasks, manage resources, and automate processes. The course teaches how to create and customize sheets, schedule tasks, and build dynamic dashboards. This capability will improve their ability to monitor progress and make data-driven decisions. Additionally, the course covers collaboration with team members, which is vital for coordinating operational activities and achieving organizational goals. Learning Smartsheet is especially beneficial for Operations Managers seeking to streamline workflows and enhance productivity.

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Consultant

Consultants provide expert advice to organizations to help them improve their performance and efficiency. This course may be useful for Consultants, who can use Smartsheet to manage projects and collaborate with clients. You can use it to create and customize sheets, build dynamic dashboards, and automate processes. These skills will enhance a consultant's ability to track project progress, communicate effectively with clients, and deliver solutions on time and within budget. This course also teaches how to integrate Smartsheet with other business software applications, which can be useful for optimizing workflows and improving overall consulting services.

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Data Analyst

Data Analysts examine data to draw conclusions about information. The knowledge in this course of Smartsheet may be useful for a Data Analyst because they can learn to use Smartsheet to manage and analyze project data. The course teaches how to use formulas, functions, and built-in features to make data entry and analysis easier. By learning how to build dynamic dashboards with charts and graphs, a data analyst can present project progress at a glance. Integrating Smartsheet with other business software applications is also highlighted in the course, allowing further optimization of data management and analysis processes.

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Business Intelligence Analyst

Business Intelligence Analysts analyze data, identify trends, and provide insights to help businesses make better decisions. If you aspire to be a Business Intelligence Analyst, this course may be useful because it helps you learn how to use Smartsheet to create dynamic dashboards and reports for visualizing project progress. The course emphasizes the importance of using formulas, functions, and built-in features to make data entry and analysis easier. Integrating Smartsheet with other business software applications is also highlighted, allowing a Business Intelligence Analyst to streamline data collection and reporting processes. This course is especially beneficial for those focusing on project-related data analysis and reporting.

See salaries and explore the career path for Business Intelligence Analyst